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 | $225,640 | $77,814+190.0% | $158,223+42.6% | $86,983+159.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 20.92% | 30.54%-9.6pp | 52.09%-31.2pp | 25.83%-4.9pp |
| Employer contribution / active EE | $6,661 | $2,592+157.0% | $4,109+62.1% | $2,584+157.7% |
| Participant deferral / active EE | $5,391 | $3,270+64.9% | $5,467-1.4% | $4,194+28.6% |
| Admin fee / account holder | $6,039 | $5,879+2.7% | $16,047-62.4% | $7,856-23.1% |