Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $212,968 | $148,623+43.3% | $135,974+56.6% | $139,466+52.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $14,530 | $5,246+176.9% | $4,859+199.0% | $4,754+205.6% |
| Participant deferral / active EE | $17,535 | $8,103+116.4% | $7,760+126.0% | $6,712+161.2% |
| Admin fee / account holder | $4,520 | $12,406-63.6% | $10,767-58.0% | $11,409-60.4% |