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 | $218,234 | $154,228+41.5% | $145,433+50.1% | $137,256+59.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,647 | $4,804+38.4% | $4,554+45.9% | $4,156+59.9% |
| Participant deferral / active EE | $13,233 | $8,216+61.1% | $7,897+67.6% | $6,407+106.5% |
| Admin fee / account holder | $1,755 | $14,344-87.8% | $13,129-86.6% | $12,270-85.7% |