Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $218,811 | $98,776+121.5% | $149,745+46.1% | $79,856+174.0% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.15% | 27.38%-13.2pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $10,460 | $3,217+225.1% | $4,646+125.2% | $2,471+323.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,878 | $6,053-2.9% | $9,312-36.9% | $5,306+10.8% |