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 | $209,393 | $134,817+55.3% | $123,973+68.9% | $155,188+34.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.7%+15.6pp | 80.8%+11.5pp |
| Annual return | 18.63% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $9,169 | $4,425+107.2% | $4,126+122.2% | $4,248+115.8% |
| Participant deferral / active EE | $5,029 | $5,706-11.9% | $5,247-4.2% | $6,531-23.0% |
| Admin fee / account holder | $1,396 | $13,245-89.5% | $11,799-88.2% | $14,480-90.4% |