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 | $197,771 | $96,731+104.5% | $123,973+59.5% | $86,983+127.4% |
| Participation rate | 96.6% | 70.0%+26.5pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | 16.39% | 17.33%-0.9pp | 388.13%-371.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $3,418 | $3,297+3.7% | $4,126-17.1% | $2,584+32.3% |
| Participant deferral / active EE | $9,442 | $4,152+127.4% | $5,247+80.0% | $4,194+125.1% |
| Admin fee / account holder | $46,538 | $8,722+433.6% | $11,799+294.4% | $7,856+492.4% |