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 | $246,925 | $157,304+57.0% | $141,197+74.9% | $152,909+61.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.81% | 64.34%-45.5pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $11,068 | $5,263+110.3% | $4,736+133.7% | $4,764+132.3% |
| Participant deferral / active EE | $4,197 | $7,111-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $18,357 | $12,126+51.4% | $10,265+78.8% | $11,601+58.2% |