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 | $99,440 | $102,978-3.4% | $90,287+10.1% | $152,870-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.47% | 95.17%-73.7pp | 78.10%-56.6pp | 345.34%-323.9pp |
| Employer contribution / active EE | $4,368 | $3,139+39.2% | $2,855+53.0% | $4,763-8.3% |
| Participant deferral / active EE | $11,396 | $4,281+166.2% | $3,885+193.4% | $5,850+94.8% |
| Admin fee / account holder | $15,814 | $6,171+156.3% | $5,351+195.5% | $11,597+36.4% |