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 | $224,121 | $91,198+145.8% | $178,503+25.6% | $79,856+180.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.15% | 24.20%-8.0pp | 151.12%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,881 | $3,257+80.6% | $5,011+17.3% | $2,471+138.0% |
| Participant deferral / active EE | $7,311 | $3,237+125.9% | $5,202+40.5% | $3,741+95.5% |
| Admin fee / account holder | $3,726 | $6,748-44.8% | $13,987-73.4% | $5,306-29.8% |