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 | $166,068 | $94,529+75.7% | $140,019+18.6% | $64,173+158.8% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.8pp |
| Annual return | -3.62% | 7.77%-11.4pp | 651.15%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $10,275 | $3,812+169.5% | $5,605+83.3% | $2,381+331.6% |
| Participant deferral / active EE | $13,499 | $5,250+157.1% | $6,927+94.9% | $3,470+289.0% |
| Admin fee / account holder | $24,747 | $6,741+267.1% | $10,705+131.2% | $4,887+406.3% |