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 | $162,045 | $88,672+82.7% | $105,223+54.0% | $82,448+96.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.91% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,729 | $3,048+55.2% | $3,689+28.2% | $2,551+85.4% |
| Participant deferral / active EE | $4,865 | $4,036+20.5% | $5,072-4.1% | $4,139+17.5% |
| Admin fee / account holder | $1,624 | $7,146-77.3% | $8,859-81.7% | $7,234-77.5% |