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 | $175,359 | $58,258+201.0% | $81,820+114.3% | $80,925+116.7% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.4%+25.3pp | 67.7%+30.0pp |
| Annual return | 16.99% | 41.76%-24.8pp | 777.93%-760.9pp | 35.65%-18.7pp |
| Employer contribution / active EE | $20,310 | $2,345+766.0% | $2,915+596.7% | $2,756+636.9% |
| Participant deferral / active EE | $19,246 | $3,284+486.1% | $4,323+345.2% | $4,299+347.7% |
| Admin fee / account holder | $2,083 | $4,976-58.1% | $7,391-71.8% | $6,940-70.0% |