Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,475 | $83,337-8.2% | $67,834+12.7% | $273,972-72.1% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 11.08% | 259.45%-248.4pp | 138.47%-127.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $5,093 | $3,287+54.9% | $2,403+111.9% | $4,869+4.6% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,956 | $6,752-26.6% | $4,622+7.2% | $10,133-51.1% |