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 | $198,261 | $148,629+33.4% | $135,982+45.8% | $139,487+42.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.84% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $6,628 | $5,247+26.3% | $4,859+36.4% | $4,755+39.4% |
| Participant deferral / active EE | $9,742 | $8,102+20.2% | $7,760+25.5% | $6,713+45.1% |
| Admin fee / account holder | $873 | $12,406-93.0% | $10,767-91.9% | $11,407-92.3% |