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 | $199,984 | $178,174+12.2% | $156,181+28.0% | $137,256+45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.44% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,995 | $4,972-59.9% | $4,294-53.5% | $4,156-52.0% |
| Participant deferral / active EE | $6,223 | $6,888-9.7% | $6,132+1.5% | $6,407-2.9% |
| Admin fee / account holder | $191,113 | $17,404+998.1% | $14,586+1210.2% | $12,270+1457.5% |