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 | $209,675 | $154,159+36.0% | $130,026+61.3% | $139,456+50.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.12% | 32.50%-5.4pp | -137.26%+164.4pp | 373.45%-346.3pp |
| Employer contribution / active EE | $2,959 | $5,292-44.1% | $4,321-31.5% | $4,753-37.7% |
| Participant deferral / active EE | $7,136 | $6,710+6.4% | $5,821+22.6% | $6,711+6.3% |
| Admin fee / account holder | $5,732 | $14,001-59.1% | $10,608-46.0% | $11,407-49.7% |