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 | $160,582 | $106,749+50.4% | $145,433+10.4% | $82,448+94.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.41% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $900 | $3,444-73.9% | $4,554-80.2% | $2,551-64.7% |
| Participant deferral / active EE | $15,530 | $6,519+138.2% | $7,897+96.7% | $4,139+275.2% |
| Admin fee / account holder | $1,269 | $8,390-84.9% | $13,129-90.3% | $7,234-82.5% |