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 | $197,167 | $93,346+111.2% | $71,796+174.6% | $273,972-28.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.88% | 130.39%-121.5pp | 78.04%-69.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $6,289 | $2,733+130.1% | $1,924+226.8% | $4,869+29.2% |
| Participant deferral / active EE | $10,288 | $3,475+196.1% | $2,794+268.2% | $5,287+94.6% |
| Admin fee / account holder | $1,892 | $6,571-71.2% | $4,815-60.7% | $10,133-81.3% |