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 | $151,756 | $85,060+78.4% | $70,565+115.1% | $139,487+8.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 19.32% | 30.39%-11.1pp | 32.79%-13.5pp | 373.84%-354.5pp |
| Employer contribution / active EE | $16,778 | $3,912+328.9% | $2,976+463.8% | $4,755+252.9% |
| Participant deferral / active EE | $11,909 | $5,891+102.2% | $4,568+160.7% | $6,713+77.4% |
| Admin fee / account holder | $5,751 | $8,932-35.6% | $6,430-10.6% | $11,407-49.6% |