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 | $185,048 | $171,492+7.9% | $150,734+22.8% | $198,609-6.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.99% | 804.70%-786.7pp | 600.81%-582.8pp | 202.70%-184.7pp |
| Employer contribution / active EE | $8,801 | $5,470+60.9% | $4,918+79.0% | $5,055+74.1% |
| Participant deferral / active EE | $5,032 | $6,259-19.6% | $5,610-10.3% | $6,977-27.9% |
| Admin fee / account holder | $1,391 | $17,628-92.1% | $14,905-90.7% | $19,030-92.7% |