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 | $190,083 | $106,749+78.1% | $145,433+30.7% | $82,448+130.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.31% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $11,028 | $3,444+220.2% | $4,554+142.1% | $2,551+332.3% |
| Participant deferral / active EE | $13,434 | $6,519+106.1% | $7,897+70.1% | $4,139+224.6% |
| Admin fee / account holder | $9,574 | $8,390+14.1% | $13,129-27.1% | $7,234+32.3% |