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 | $205,350 | $166,131+23.6% | $164,975+24.5% | $145,877+40.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 18.77% | 100.37%-81.6pp | 70.12%-51.4pp | 551.28%-532.5pp |
| Employer contribution / active EE | $17,343 | $5,276+228.7% | $4,343+299.4% | $4,663+271.9% |
| Participant deferral / active EE | $20,583 | $6,962+195.7% | $6,033+241.2% | $6,691+207.6% |
| Admin fee / account holder | $1,681 | $16,648-89.9% | $12,688-86.7% | $13,402-87.5% |