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 | $136,194 | $77,920+74.8% | $149,723-9.0% | $75,177+81.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.90% | 31.72%-13.8pp | 134.50%-116.6pp | 160.75%-142.9pp |
| Employer contribution / active EE | $7,570 | $3,138+141.2% | $4,821+57.0% | $2,671+183.4% |
| Participant deferral / active EE | $4,494 | $3,411+31.7% | $5,682-20.9% | $4,126+8.9% |
| Admin fee / account holder | $7,148 | $5,951+20.1% | $13,215-45.9% | $5,651+26.5% |