Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $202,318 | $56,894+255.6% | $84,753+138.7% | $62,881+221.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.47% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,499 | $2,400+87.5% | $3,574+25.9% | $2,281+97.3% |
| Participant deferral / active EE | $10,727 | $2,709+296.0% | $3,712+189.0% | $3,203+234.9% |
| Admin fee / account holder | $17,559 | $3,581+390.3% | $5,333+229.2% | $4,296+308.8% |