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 | $144,769 | $96,136+50.6% | $135,987+6.5% | $80,925+78.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 12.96% | 28.70%-15.7pp | 580.01%-567.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $11,260 | $3,350+236.2% | $4,214+167.2% | $2,756+308.5% |
| Participant deferral / active EE | $18,318 | $5,706+221.0% | $7,027+160.7% | $4,299+326.1% |
| Admin fee / account holder | $19,575 | $8,236+137.7% | $6,716+191.5% | $6,940+182.1% |