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 | $236,374 | $65,704+259.8% | $94,229+150.9% | $59,633+296.4% |
| Participation rate | 97.9% | 72.1%+25.8pp | 78.8%+19.1pp | 68.7%+29.2pp |
| Annual return | 3.06% | 5.22%-2.2pp | 10.68%-7.6pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $3,690 | $2,021+82.6% | $3,587+2.9% | $2,203+67.5% |
| Participant deferral / active EE | $9,970 | $3,143+217.2% | $4,320+130.8% | $3,192+212.4% |
| Admin fee / account holder | $21,858 | $4,265+412.5% | $6,269+248.6% | $4,297+408.7% |