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 | $214,814 | $53,128+304.3% | $86,582+148.1% | $70,126+206.3% |
| Participation rate | 94.7% | 65.3%+29.4pp | 73.5%+21.2pp | 69.5%+25.2pp |
| Annual return | 19.09% | 27.66%-8.6pp | 965.08%-946.0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $6,982 | $2,068+237.6% | $2,839+145.9% | $2,343+198.1% |
| Participant deferral / active EE | $7,879 | $2,695+192.4% | $3,609+118.3% | $3,332+136.5% |
| Admin fee / account holder | $743 | $3,584-79.3% | $4,904-84.8% | $4,645-84.0% |