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 | $190,302 | $167,522+13.6% | $151,639+25.5% | $134,532+41.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.27% | 7.81%-19.1pp | 3.34%-14.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $14,129 | $6,828+106.9% | $6,165+129.2% | $4,741+198.0% |
| Participant deferral / active EE | $14,818 | $8,986+64.9% | $8,363+77.2% | $6,401+131.5% |
| Admin fee / account holder | $9,849 | $13,780-28.5% | $11,613-15.2% | $11,429-13.8% |