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 | $198,205 | $152,612+29.9% | $125,192+58.3% | $152,897+29.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.35% | 54.85%-33.5pp | 43.79%-22.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $4,024 | $4,947-18.7% | $3,866+4.1% | $4,764-15.5% |
| Participant deferral / active EE | $3,510 | $5,868-40.2% | $4,937-28.9% | $5,851-40.0% |
| Admin fee / account holder | $12,660 | $13,437-5.8% | $9,704+30.5% | $11,599+9.1% |