Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $221,135 | $209,336+5.6% | $197,124+12.2% | $137,256+61.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.81% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $12,630 | $6,591+91.6% | $6,227+102.8% | $4,156+203.9% |
| Participant deferral / active EE | $23,936 | $9,614+149.0% | $9,135+162.0% | $6,407+273.6% |
| Admin fee / account holder | $17,355 | $17,308+0.3% | $16,298+6.5% | $12,270+41.4% |