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 | $190,462 | $85,171+123.6% | $172,753+10.3% | $72,976+161.0% |
| Participation rate | 98.7% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 19.94% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $7,739 | $3,324+132.8% | $5,144+50.5% | $2,440+217.2% |
| Participant deferral / active EE | $5,691 | $3,260+74.6% | $5,198+9.5% | $3,608+57.7% |
| Admin fee / account holder | $5,699 | $5,880-3.1% | $13,956-59.2% | $5,124+11.2% |