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 | $193,667 | $111,535+73.6% | $105,223+84.1% | $137,256+41.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.07% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,953 | $3,939-50.4% | $3,689-47.1% | $4,156-53.0% |
| Participant deferral / active EE | $19,364 | $5,500+252.1% | $5,072+281.8% | $6,407+202.2% |
| Admin fee / account holder | $5,170 | $9,721-46.8% | $8,859-41.6% | $12,270-57.9% |