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 | $167,177 | $104,251+60.4% | $91,004+83.7% | $147,586+13.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.12% | 27.06%-14.9pp | 4.60%+7.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $10,834 | $3,116+247.7% | $2,456+341.2% | $4,876+122.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,818 | $8,948-12.6% | $5,417+44.3% | $10,886-28.2% |