Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $178,837 | $110,379+62.0% | $102,412+74.6% | $145,884+22.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.04% | 24.84%+2.2pp | 24.94%+2.1pp | 551.85%-524.8pp |
| Employer contribution / active EE | $17,563 | $4,216+316.6% | $3,870+353.8% | $4,662+276.7% |
| Participant deferral / active EE | $11,778 | $5,622+109.5% | $5,060+132.8% | $6,690+76.1% |
| Admin fee / account holder | $1,506 | $9,745-84.5% | $8,388-82.0% | $13,392-88.8% |