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 | $241,744 | $89,259+170.8% | $107,187+125.5% | $82,637+192.5% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 15.77% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,641 | $4,037+163.6% | $5,096+108.8% | $4,126+157.9% |
| Admin fee / account holder | $1,572 | $7,381-78.7% | $9,162-82.8% | $7,339-78.6% |