Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $242,977 | $73,978+228.4% | $96,515+151.8% | $75,173+223.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.97% | 26.72%-8.7pp | 35.73%-17.8pp | 160.72%-142.7pp |
| Employer contribution / active EE | $17,863 | $2,931+509.5% | $3,740+377.7% | $2,671+568.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $35,291 | $5,219+576.2% | $6,735+424.0% | $5,651+524.5% |