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 | $121,003 | $71,057+70.3% | $93,654+29.2% | $80,874+49.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.07% | 11.26%+1.8pp | 133.34%-120.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,863 | $1,564+147.0% | $2,421+59.6% | $2,756+40.2% |
| Participant deferral / active EE | $5,051 | $4,034+25.2% | $4,413+14.5% | $4,297+17.5% |
| Admin fee / account holder | $511 | $6,944-92.6% | $8,282-93.8% | $6,935-92.6% |