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 | $193,588 | $227,597-14.9% | $189,575+2.1% | $167,536+15.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.57% | 78.44%-66.9pp | 64.19%-52.6pp | 478.82%-467.3pp |
| Employer contribution / active EE | $9,341 | $5,316+75.7% | $4,412+111.7% | $4,839+93.0% |
| Participant deferral / active EE | $13,184 | $7,002+88.3% | $6,174+113.6% | $6,342+107.9% |
| Admin fee / account holder | $142,943 | $11,877+1103.5% | $9,806+1357.7% | $12,315+1060.8% |