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 | $215,048 | $85,766+150.7% | $136,298+57.8% | $70,126+206.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.45% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $26,321 | $2,966+787.4% | $4,696+460.6% | $2,343+1023.6% |
| Participant deferral / active EE | $8,359 | $5,051+65.5% | $6,247+33.8% | $3,332+150.9% |
| Admin fee / account holder | $712 | $5,421-86.9% | $9,244-92.3% | $4,645-84.7% |