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 | $231,923 | $90,486+156.3% | $78,676+194.8% | $273,972-15.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.12% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,620 | $3,175+77.0% | $2,850+97.2% | $4,869+15.4% |
| Participant deferral / active EE | $3,412 | $3,901-12.5% | $3,517-3.0% | $5,287-35.5% |
| Admin fee / account holder | $1,192 | $5,263-77.3% | $4,510-73.6% | $10,133-88.2% |