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 | $222,138 | $101,795+118.2% | $165,100+34.5% | $80,959+174.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.23% | 16.73%-4.5pp | 70.21%-58.0pp | 35.67%-23.4pp |
| Employer contribution / active EE | $9,244 | $2,954+213.0% | $4,348+112.6% | $2,757+235.3% |
| Participant deferral / active EE | $2,663 | $4,476-40.5% | $6,035-55.9% | $4,300-38.1% |
| Admin fee / account holder | $642 | $8,221-92.2% | $12,696-94.9% | $6,925-90.7% |