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 | $163,961 | $118,869+37.9% | $96,575+69.8% | $167,518-2.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.58% | 50.49%-33.9pp | 37.79%-21.2pp | 478.71%-462.1pp |
| Employer contribution / active EE | $1,549 | $3,120-50.4% | $2,357-34.3% | $4,838-68.0% |
| Participant deferral / active EE | $3,096 | $4,616-32.9% | $3,849-19.6% | $6,342-51.2% |
| Admin fee / account holder | $6,913 | $8,067-14.3% | $6,182+11.8% | $12,312-43.9% |