Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $97,622 | $201,370-51.5% | $184,256-47.0% | $145,897-33.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.33% | 29.05%-13.7pp | 28.85%-13.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $18,292 | $7,024+160.4% | $6,427+184.6% | $4,663+292.3% |
| Participant deferral / active EE | $10,818 | $9,808+10.3% | $9,133+18.4% | $6,689+61.7% |
| Admin fee / account holder | $1,217 | $16,364-92.6% | $13,899-91.2% | $13,390-90.9% |