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 | $237,289 | $178,174+33.2% | $156,181+51.9% | $137,256+72.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.60% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $11,257 | $4,972+126.4% | $4,294+162.2% | $4,156+170.9% |
| Participant deferral / active EE | $10,036 | $6,888+45.7% | $6,132+63.7% | $6,407+56.6% |
| Admin fee / account holder | $27,538 | $17,404+58.2% | $14,586+88.8% | $12,270+124.4% |