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 | $243,229 | $117,904+106.3% | $102,457+137.4% | $145,978+66.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 9.09% | 31.80%-22.7pp | 29.41%-20.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $11,479 | $3,613+217.7% | $3,022+279.8% | $4,662+146.2% |
| Participant deferral / active EE | $6,142 | $5,733+7.1% | $5,054+21.5% | $6,690-8.2% |
| Admin fee / account holder | $1,458 | $13,329-89.1% | $9,451-84.6% | $13,400-89.1% |