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 | $230,287 | $161,352+42.7% | $134,172+71.6% | $137,256+67.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.84% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,960 | $4,099-3.4% | $3,420+15.8% | $4,156-4.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,533 | $15,028+16.7% | $12,016+45.9% | $12,270+42.9% |