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 | $216,638 | $106,247+103.9% | $96,515+124.5% | $139,466+55.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.84% | 38.47%-19.6pp | 35.73%-16.9pp | 373.66%-354.8pp |
| Employer contribution / active EE | $23,698 | $4,106+477.2% | $3,740+533.7% | $4,754+398.5% |
| Participant deferral / active EE | $4,183 | $5,456-23.3% | $4,880-14.3% | $6,712-37.7% |
| Admin fee / account holder | $7,679 | $7,885-2.6% | $6,735+14.0% | $11,409-32.7% |