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 | $189,860 | $157,304+20.7% | $141,197+34.5% | $152,909+24.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.95% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $7,399 | $5,263+40.6% | $4,736+56.2% | $4,764+55.3% |
| Participant deferral / active EE | $9,276 | $7,111+30.4% | $6,710+38.2% | $5,851+58.5% |
| Admin fee / account holder | $612 | $12,126-95.0% | $10,265-94.0% | $11,601-94.7% |