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 | $35,087 | $104,650-66.5% | $83,854-58.2% | $155,188-77.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 58.57% | 28.97%+29.6pp | 31.39%+27.2pp | 148.84%-90.3pp |
| Employer contribution / active EE | $4,597 | $1,196+284.2% | $1,017+351.9% | $4,248+8.2% |
| Participant deferral / active EE | $9,512 | $2,367+301.8% | $2,035+367.4% | $6,531+45.6% |
| Admin fee / account holder | $3,403 | $3,518-3.3% | $3,197+6.4% | $14,480-76.5% |