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 | $195,606 | $181,062+8.0% | $158,223+23.6% | $155,188+26.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.54% | 57.39%-37.8pp | 52.09%-32.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $16,995 | $4,565+272.3% | $4,109+313.6% | $4,248+300.1% |
| Participant deferral / active EE | $10,245 | $6,134+67.0% | $5,467+87.4% | $6,531+56.9% |
| Admin fee / account holder | $1,543 | $18,825-91.8% | $16,047-90.4% | $14,480-89.3% |