Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,055 | $110,039+6.4% | $97,260+20.4% | $145,884-19.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.40% | 244.44%-230.0pp | 75.54%-61.1pp | 551.85%-537.4pp |
| Employer contribution / active EE | $9,244 | $3,074+200.7% | $2,721+239.7% | $4,662+98.3% |
| Participant deferral / active EE | $14,454 | $4,674+209.2% | $4,262+239.2% | $6,690+116.1% |
| Admin fee / account holder | $1,963 | $6,204-68.3% | $5,640-65.2% | $13,392-85.3% |