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 | $227,117 | $125,778+80.6% | $114,563+98.2% | $154,746+46.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 14.23% | 295.14%-280.9pp | 241.09%-226.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,320 | $2,806-17.3% | $2,592-10.5% | $4,379-47.0% |
| Participant deferral / active EE | $7,655 | $4,445+72.2% | $4,142+84.8% | $6,730+13.7% |
| Admin fee / account holder | $723 | $8,190-91.2% | $7,623-90.5% | $14,365-95.0% |