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 | $133,207 | $165,939-19.7% | $122,354+8.9% | $147,586-9.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.60% | 34.56%-16.0pp | 30.28%-11.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,746 | $5,754-69.7% | $4,051-56.9% | $4,876-64.2% |
| Participant deferral / active EE | $1,746 | $4,005-56.4% | $3,287-46.9% | $5,439-67.9% |
| Admin fee / account holder | $2,261 | $7,425-69.5% | $5,479-58.7% | $10,886-79.2% |