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 | $132,052 | $110,410+19.6% | $102,437+28.9% | $145,897-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $13,205 | $4,217+213.1% | $3,871+241.2% | $4,663+183.2% |
| Participant deferral / active EE | $4,734 | $5,622-15.8% | $5,060-6.4% | $6,689-29.2% |
| Admin fee / account holder | $9,787 | $9,745+0.4% | $8,388+16.7% | $13,390-26.9% |