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 | $204,245 | $91,086+124.2% | $203,872+0.2% | $86,983+134.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 23.54% | 22.30%+1.2pp | 85.11%-61.6pp | 25.83%-2.3pp |
| Employer contribution / active EE | $4,526 | $2,063+119.3% | $3,757+20.4% | $2,584+75.1% |
| Participant deferral / active EE | $6,573 | $4,019+63.6% | $6,388+2.9% | $4,194+56.7% |
| Admin fee / account holder | $3,709 | $8,987-58.7% | $11,730-68.4% | $7,856-52.8% |