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 | $220,990 | $110,410+100.2% | $102,437+115.7% | $145,897+51.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.38% | 24.85%-3.5pp | 24.95%-3.6pp | 552.29%-530.9pp |
| Employer contribution / active EE | $13,866 | $4,217+228.8% | $3,871+258.2% | $4,663+197.4% |
| Participant deferral / active EE | $8,675 | $5,622+54.3% | $5,060+71.4% | $6,689+29.7% |
| Admin fee / account holder | $2,640 | $9,745-72.9% | $8,388-68.5% | $13,390-80.3% |