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 | $183,232 | $107,368+70.7% | $92,915+97.2% | $152,909+19.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.09% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $5,217 | $4,222+23.6% | $3,653+42.8% | $4,764+9.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,715 | $7,082+8.9% | $5,796+33.1% | $11,601-33.5% |