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 | $168,781 | $85,171+98.2% | $172,753-2.3% | $72,976+131.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.07% | 27.32%-9.3pp | 803.00%-784.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $6,792 | $3,324+104.3% | $5,144+32.0% | $2,440+178.3% |
| Participant deferral / active EE | $13,237 | $3,260+306.0% | $5,198+154.7% | $3,608+266.9% |
| Admin fee / account holder | $27,793 | $5,880+372.7% | $13,956+99.2% | $5,124+442.4% |