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 | $82,798 | $115,917-28.6% | $100,535-17.6% | $158,982-47.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.00% | 34.80%-21.8pp | 30.90%-17.9pp | 302.99%-290.0pp |
| Employer contribution / active EE | $26,701 | $4,105+550.4% | $3,419+681.0% | $4,763+460.6% |
| Participant deferral / active EE | $17,333 | $6,677+159.6% | $6,271+176.4% | $5,983+189.7% |
| Admin fee / account holder | $930 | $11,002-91.5% | $8,085-88.5% | $11,252-91.7% |