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 | $188,333 | $78,520+139.9% | $96,576+95.0% | $82,448+128.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.94% | 41.30%-25.4pp | 38.47%-22.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $11,034 | $2,630+319.6% | $3,553+210.5% | $2,551+332.5% |
| Participant deferral / active EE | $11,358 | $6,754+68.2% | $7,956+42.8% | $4,139+174.4% |
| Admin fee / account holder | $10,977 | $13,455-18.4% | $11,381-3.5% | $7,234+51.7% |