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 | $241,250 | $183,978+31.1% | $162,171+48.8% | $152,885+57.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.47% | 150.78%-136.3pp | 115.60%-101.1pp | 345.39%-330.9pp |
| Employer contribution / active EE | $4,005 | $6,370-37.1% | $5,613-28.6% | $4,763-15.9% |
| Participant deferral / active EE | $13,560 | $8,033+68.8% | $7,297+85.8% | $5,851+131.8% |
| Admin fee / account holder | $125,996 | $13,122+860.2% | $10,843+1062.0% | $11,598+986.4% |