Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $153,014 | $117,829+29.9% | $102,423+49.4% | $145,877+4.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 31.83%-15.6pp | 29.42%-13.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,264 | $3,615-37.4% | $3,023-25.1% | $4,663-51.4% |
| Participant deferral / active EE | $6,491 | $5,732+13.2% | $5,054+28.4% | $6,691-3.0% |
| Admin fee / account holder | $29,564 | $13,335+121.7% | $9,455+212.7% | $13,402+120.6% |