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 | $208,026 | $126,113+65.0% | $116,096+79.2% | $155,188+34.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 9.35% | 391.72%-382.4pp | 326.25%-316.9pp | 148.84%-139.5pp |
| Employer contribution / active EE | $2,322 | $2,672-13.1% | $2,503-7.2% | $4,248-45.3% |
| Participant deferral / active EE | $7,339 | $4,162+76.3% | $3,952+85.7% | $6,531+12.4% |
| Admin fee / account holder | $52,058 | $8,045+547.1% | $7,704+575.7% | $14,480+259.5% |