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 | $89,888 | $148,582-39.5% | $135,942-33.9% | $139,456-35.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.34% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $24,780 | $8,101+205.9% | $7,759+219.4% | $6,711+269.2% |
| Admin fee / account holder | $706 | $12,402-94.3% | $10,764-93.4% | $11,407-93.8% |