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 | $210,521 | $102,609+105.2% | $98,090+114.6% | $138,895+51.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.77% | 36.44%-21.7pp | 37.05%-22.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $11,250 | $3,867+190.9% | $3,606+212.0% | $4,194+168.2% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,187 | $11,434-63.4% | $11,815-64.6% | $12,562-66.7% |