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 | $210,158 | $183,539+14.5% | $155,556+35.1% | $145,897+44.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.07% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $8,531 | $5,315+60.5% | $4,675+82.5% | $4,663+83.0% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,631-22.6% | $6,689-34.9% |
| Admin fee / account holder | $1,536 | $19,275-92.0% | $15,885-90.3% | $13,390-88.5% |