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 | $182,861 | $72,486+152.3% | $87,103+109.9% | $72,976+150.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.38% | 24.46%-2.1pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $9,040 | $1,894+377.4% | $2,521+258.5% | $2,440+270.5% |
| Participant deferral / active EE | $8,393 | $3,270+156.7% | $4,049+107.3% | $3,608+132.6% |
| Admin fee / account holder | $3,798 | $5,055-24.9% | $7,491-49.3% | $5,124-25.9% |