Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $221,886 | $201,370+10.2% | $184,256+20.4% | $145,897+52.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $7,968 | $7,024+13.4% | $6,427+24.0% | $4,663+70.9% |
| Participant deferral / active EE | $22,210 | $9,808+126.4% | $9,133+143.2% | $6,689+232.0% |
| Admin fee / account holder | $66,669 | $16,364+307.4% | $13,899+379.7% | $13,390+397.9% |