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 | $223,095 | $169,336+31.7% | $129,384+72.4% | $145,884+52.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.37% | 14408.70%-14394.3pp | 9461.77%-9447.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $7,189 | $5,540+29.8% | $4,153+73.1% | $4,662+54.2% |
| Participant deferral / active EE | $9,096 | $4,985+82.5% | $4,166+118.4% | $6,690+36.0% |
| Admin fee / account holder | $1,899 | $9,912-80.8% | $7,686-75.3% | $13,392-85.8% |