Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,291 | $175,259-53.0% | $149,723-45.0% | $139,487-41.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.06% | 166.82%-151.8pp | 134.50%-119.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,674 | $5,478-69.4% | $4,821-65.3% | $4,755-64.8% |
| Participant deferral / active EE | $4,009 | $6,522-38.5% | $5,682-29.5% | $6,713-40.3% |
| Admin fee / account holder | $1,099 | $16,158-93.2% | $13,215-91.7% | $11,407-90.4% |