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 | $230,679 | $49,976+361.6% | $66,674+246.0% | $82,637+179.1% |
| Participation rate | 91.4% | 63.1%+28.3pp | 73.7%+17.8pp | 68.1%+23.4pp |
| Annual return | 14.45% | 39.09%-24.6pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $8,922 | $1,988+348.7% | $2,620+240.5% | $2,552+249.6% |
| Participant deferral / active EE | $8,800 | $2,847+209.2% | $4,084+115.5% | $4,126+113.3% |
| Admin fee / account holder | $21,412 | $4,594+366.1% | $5,098+320.0% | $7,339+191.8% |