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 | $200,003 | $91,179+119.4% | $178,499+12.0% | $79,852+150.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.85% | 24.19%-8.3pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $5,269 | $3,256+61.8% | $5,011+5.1% | $2,471+113.2% |
| Participant deferral / active EE | $5,587 | $3,236+72.6% | $5,202+7.4% | $3,740+49.4% |
| Admin fee / account holder | $3,843 | $6,749-43.0% | $13,986-72.5% | $5,306-27.6% |