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 | $62,097 | $148,623-58.2% | $135,974-54.3% | $139,466-55.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.74% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-344.9pp |
| Employer contribution / active EE | $18,773 | $5,246+257.8% | $4,859+286.4% | $4,754+294.9% |
| Participant deferral / active EE | $26,351 | $8,103+225.2% | $7,760+239.6% | $6,712+292.6% |
| Admin fee / account holder | $1,415 | $12,406-88.6% | $10,767-86.9% | $11,409-87.6% |