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 | $189,412 | $160,070+18.3% | $147,117+28.7% | $145,897+29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,889 | $5,285-45.3% | $4,932-41.4% | $4,663-38.0% |
| Participant deferral / active EE | $8,667 | $8,419+2.9% | $8,065+7.5% | $6,689+29.6% |
| Admin fee / account holder | $7,094 | $15,035-52.8% | $12,993-45.4% | $13,390-47.0% |