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 | $202,077 | $68,586+194.6% | $120,380+67.9% | $80,911+149.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.27% | 23.62%-11.3pp | 107.28%-95.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $14,579 | $2,053+610.3% | $3,465+320.8% | $2,756+429.0% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,810 | $5,733-33.5% | $9,421-59.6% | $6,935-45.1% |