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 | $215,242 | $227,633-5.4% | $189,597+13.5% | $167,553+28.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.61% | 78.45%-64.8pp | 64.20%-50.6pp | 478.89%-465.3pp |
| Employer contribution / active EE | $2,819 | $5,317-47.0% | $4,412-36.1% | $4,840-41.8% |
| Participant deferral / active EE | $12,351 | $7,003+76.4% | $6,174+100.1% | $6,343+94.7% |
| Admin fee / account holder | $58,866 | $11,879+395.5% | $9,807+500.2% | $12,316+377.9% |