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 | $224,310 | $165,939+35.2% | $122,354+83.3% | $147,586+52.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.11% | 34.56%-18.4pp | 30.28%-14.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $3,245 | $5,754-43.6% | $4,051-19.9% | $4,876-33.5% |
| Participant deferral / active EE | $8,447 | $4,005+110.9% | $3,287+157.0% | $5,439+55.3% |
| Admin fee / account holder | $11,801 | $7,425+58.9% | $5,479+115.4% | $10,886+8.4% |