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 | $169,510 | $45,566+272.0% | $64,105+164.4% | $59,633+184.3% |
| Participation rate | 71.4% | 60.2%+11.3pp | 68.2%+3.3pp | 68.7%+2.8pp |
| Annual return | 1.97% | 4.95%-3.0pp | 791.24%-789.3pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $2,107 | $934+125.6% | $1,820+15.8% | $2,203-4.3% |
| Participant deferral / active EE | $4,850 | $2,057+135.8% | $2,822+71.9% | $3,192+51.9% |
| Admin fee / account holder | $5,057 | $3,268+54.8% | $4,499+12.4% | $4,297+17.7% |