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 | $206,505 | $98,760+109.1% | $149,715+37.9% | $79,858+158.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 20.80% | 27.43%-6.6pp | 276.66%-255.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $9,933 | $3,217+208.8% | $4,645+113.8% | $2,471+302.0% |
| Participant deferral / active EE | $14,862 | $5,681+161.6% | $6,842+117.2% | $3,740+297.4% |
| Admin fee / account holder | $3,884 | $6,053-35.8% | $9,310-58.3% | $5,306-26.8% |