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 | $144,630 | $117,829+22.7% | $102,423+41.2% | $145,877-0.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 31.83%-19.8pp | 29.42%-17.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $14,082 | $3,615+289.6% | $3,023+365.8% | $4,663+202.0% |
| Participant deferral / active EE | $12,531 | $5,732+118.6% | $5,054+147.9% | $6,691+87.3% |
| Admin fee / account holder | $138,096 | $13,335+935.6% | $9,455+1360.6% | $13,402+930.4% |