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 | $146,893 | $101,795+44.3% | $165,100-11.0% | $80,959+81.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.87% | 16.73%-2.9pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $9,204 | $2,954+211.6% | $4,348+111.7% | $2,757+233.8% |
| Participant deferral / active EE | $9,355 | $4,476+109.0% | $6,035+55.0% | $4,300+117.5% |
| Admin fee / account holder | $2,257 | $8,221-72.6% | $12,696-82.2% | $6,925-67.4% |