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 | $247,192 | $103,393+139.1% | $87,103+183.8% | $152,909+61.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.43% | 28.10%-13.7pp | 28.19%-13.8pp | 345.46%-331.0pp |
| Employer contribution / active EE | $9,896 | $3,221+207.2% | $2,521+292.5% | $4,764+107.7% |
| Participant deferral / active EE | $8,444 | $4,778+76.7% | $4,049+108.6% | $5,851+44.3% |
| Admin fee / account holder | $36,244 | $12,195+197.2% | $7,491+383.8% | $11,601+212.4% |