Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,151 | $81,504+21.7% | $102,437-3.2% | $80,959+22.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 28.09% | 25.60%+2.5pp | 24.95%+3.1pp | 35.67%-7.6pp |
| Employer contribution / active EE | $16,626 | $3,104+435.7% | $3,871+329.5% | $2,757+503.0% |
| Participant deferral / active EE | $2,466 | $3,871-36.3% | $5,060-51.3% | $4,300-42.7% |
| Admin fee / account holder | $1,921 | $6,719-71.4% | $8,388-77.1% | $6,925-72.3% |