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 | $238,138 | $77,817+206.0% | $123,553+92.7% | $64,173+271.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.47% | 12.49%-3.0pp | 119.21%-109.7pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,337 | $3,014-22.5% | $4,628-49.5% | $2,381-1.8% |
| Participant deferral / active EE | $8,043 | $5,240+53.5% | $6,426+25.2% | $3,470+131.8% |
| Admin fee / account holder | $3,765 | $5,519-31.8% | $9,284-59.4% | $4,887-23.0% |