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 | $170,489 | $81,331+109.6% | $155,534+9.6% | $80,935+110.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.47% | 33.37%-19.9pp | 64.92%-51.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $9,184 | $3,105+195.8% | $4,675+96.5% | $2,757+233.2% |
| Participant deferral / active EE | $6,220 | $3,454+80.1% | $5,630+10.5% | $4,299+44.7% |
| Admin fee / account holder | $1,871 | $7,999-76.6% | $15,900-88.2% | $6,924-73.0% |