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 | $199,461 | $114,119+74.8% | $107,187+86.1% | $138,895+43.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.15% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $14,408 | $4,059+255.0% | $3,782+280.9% | $4,194+243.5% |
| Participant deferral / active EE | $16,438 | $5,538+196.8% | $5,096+222.6% | $6,396+157.0% |
| Admin fee / account holder | $2,636 | $10,024-73.7% | $9,162-71.2% | $12,562-79.0% |