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 | $236,146 | $157,829+49.6% | $136,867+72.5% | $198,609+18.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.93% | 51.25%-38.3pp | 42.97%-30.0pp | 202.70%-189.8pp |
| Employer contribution / active EE | $10,740 | $3,923+173.8% | $3,547+202.8% | $5,055+112.4% |
| Participant deferral / active EE | $3,272 | $5,463-40.1% | $4,924-33.5% | $6,977-53.1% |
| Admin fee / account holder | $15,691 | $11,107+41.3% | $10,340+51.8% | $19,030-17.5% |