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 | $142,431 | $197,603-27.9% | $177,827-19.9% | $158,950-10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.59% | 58.76%-44.2pp | 48.32%-33.7pp | 302.91%-288.3pp |
| Employer contribution / active EE | $11,123 | $6,698+66.1% | $5,918+87.9% | $4,762+133.6% |
| Participant deferral / active EE | $16,066 | $8,404+91.2% | $7,713+108.3% | $5,983+168.5% |
| Admin fee / account holder | $41,356 | $15,402+168.5% | $12,429+232.7% | $11,248+267.7% |