Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,692 | $148,582-85.4% | $135,942-84.0% | $139,456-84.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 62.01% | 79.26%-17.3pp | 68.28%-6.3pp | 373.45%-311.4pp |
| Employer contribution / active EE | $4,302 | $5,245-18.0% | $4,858-11.4% | $4,753-9.5% |
| Participant deferral / active EE | $9,817 | $8,101+21.2% | $7,759+26.5% | $6,711+46.3% |
| Admin fee / account holder | $1,649 | $12,402-86.7% | $10,764-84.7% | $11,407-85.5% |