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 | $208,971 | $85,766+143.7% | $136,298+53.3% | $70,126+198.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.10% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $14,387 | $2,966+385.1% | $4,696+206.4% | $2,343+514.2% |
| Participant deferral / active EE | $8,478 | $5,051+67.8% | $6,247+35.7% | $3,332+154.5% |
| Admin fee / account holder | $2,252 | $5,421-58.5% | $9,244-75.6% | $4,645-51.5% |