Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $188,836 | $152,619+23.7% | $125,195+50.8% | $152,909+23.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.06% | 54.85%-39.8pp | 43.79%-28.7pp | 345.46%-330.4pp |
| Employer contribution / active EE | $9,015 | $4,947+82.2% | $3,866+133.2% | $4,764+89.2% |
| Participant deferral / active EE | $8,000 | $5,869+36.3% | $4,937+62.0% | $5,851+36.7% |
| Admin fee / account holder | $1,859 | $13,437-86.2% | $9,704-80.8% | $11,601-84.0% |