Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,889 | $159,934-50.0% | $147,005-45.7% | $145,959-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $12,892 | $5,287+143.8% | $4,934+161.3% | $4,661+176.6% |
| Participant deferral / active EE | $4,626 | $8,427-45.1% | $8,070-42.7% | $6,689-30.8% |
| Admin fee / account holder | $4,131 | $15,053-72.6% | $13,006-68.2% | $13,398-69.2% |