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 | $215,536 | $166,242+29.7% | $165,071+30.6% | $145,884+47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.93% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,533 | $5,283-71.0% | $4,347-64.7% | $4,662-67.1% |
| Participant deferral / active EE | $3,098 | $6,964-55.5% | $6,035-48.7% | $6,690-53.7% |
| Admin fee / account holder | $11,280 | $16,658-32.3% | $12,695-11.1% | $13,392-15.8% |