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 | $140,418 | $165,361-15.1% | $149,715-6.2% | $158,950-11.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.86% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $6,347 | $5,103+24.4% | $4,645+36.7% | $4,762+33.3% |
| Participant deferral / active EE | $7,388 | $7,182+2.9% | $6,842+8.0% | $5,983+23.5% |
| Admin fee / account holder | $2,096 | $10,808-80.6% | $9,310-77.5% | $11,248-81.4% |