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 | $133,344 | $102,609+30.0% | $98,090+35.9% | $138,895-4.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.49% | 36.44%-22.9pp | 37.05%-23.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,238 | $3,867-42.1% | $3,606-37.9% | $4,194-46.6% |
| Participant deferral / active EE | $12,504 | $8,167+53.1% | $7,845+59.4% | $6,396+95.5% |
| Admin fee / account holder | $35,510 | $11,434+210.6% | $11,815+200.5% | $12,562+182.7% |