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 | $216,086 | $103,392+109.0% | $87,104+148.1% | $152,897+41.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.38% | 28.10%-0.7pp | 28.19%-0.8pp | 345.43%-318.1pp |
| Employer contribution / active EE | $5,040 | $3,221+56.5% | $2,521+99.9% | $4,764+5.8% |
| Participant deferral / active EE | $7,172 | $4,778+50.1% | $4,048+77.2% | $5,851+22.6% |
| Admin fee / account holder | $1,183 | $12,194-90.3% | $7,491-84.2% | $11,599-89.8% |