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 | $211,534 | $110,410+91.6% | $102,437+106.5% | $145,897+45.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.4pp |
| Employer contribution / active EE | $8,369 | $4,217+98.4% | $3,871+116.2% | $4,663+79.5% |
| Participant deferral / active EE | $8,678 | $5,622+54.4% | $5,060+71.5% | $6,689+29.7% |
| Admin fee / account holder | $348 | $9,745-96.4% | $8,388-95.9% | $13,390-97.4% |