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 | $121,956 | $78,428+55.5% | $95,960+27.1% | $79,852+52.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.03% | 19.37%-1.3pp | 91.63%-73.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,657 | $1,945-14.8% | $2,541-34.8% | $2,471-33.0% |
| Participant deferral / active EE | $4,739 | $3,440+37.8% | $4,167+13.7% | $3,740+26.7% |
| Admin fee / account holder | $488 | $5,622-91.3% | $6,797-92.8% | $5,306-90.8% |