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 | $76,240 | $53,127+43.5% | $86,597-12.0% | $70,131+8.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.71% | 27.66%-5.9pp | 964.96%-943.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $14,422 | $2,068+597.3% | $2,840+407.9% | $2,342+515.7% |
| Participant deferral / active EE | $15,063 | $2,696+458.8% | $3,609+317.4% | $3,332+352.1% |
| Admin fee / account holder | $4,634 | $3,585+29.2% | $4,906-5.5% | $4,645-0.3% |