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 | $249,856 | $176,786+41.3% | $146,643+70.4% | $167,536+49.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.93% | 24.04%+2.9pp | 22.75%+4.2pp | 478.82%-451.9pp |
| Employer contribution / active EE | $5,000 | $5,161-3.1% | $4,137+20.9% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,733 | $13,262-56.8% | $10,280-44.2% | $12,315-53.4% |