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 | $191,437 | $91,559+109.1% | $133,971+42.9% | $79,852+139.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.24% | 61.85%-43.6pp | 45.09%-26.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $4,202 | $2,384+76.3% | $3,919+7.2% | $2,471+70.1% |
| Participant deferral / active EE | $10,338 | $3,734+176.9% | $5,047+104.8% | $3,740+176.4% |
| Admin fee / account holder | $1,904 | $6,321-69.9% | $8,929-78.7% | $5,306-64.1% |