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 | $128,993 | $48,277+167.2% | $67,511+91.1% | $80,874+59.5% |
| Participation rate | 97.4% | 66.4%+31.1pp | 72.9%+24.5pp | 67.6%+29.8pp |
| Annual return | 14.62% | 18.27%-3.6pp | 3517.41%-3502.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $4,561 | $2,021+125.7% | $2,733+66.9% | $2,756+65.5% |
| Participant deferral / active EE | $4,252 | $2,926+45.3% | $4,000+6.3% | $4,297-1.0% |
| Admin fee / account holder | $8,893 | $3,687+141.2% | $3,999+122.4% | $6,935+28.2% |