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 | $132,905 | $114,119+16.5% | $107,187+24.0% | $138,895-4.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.29% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,098 | $4,059+1.0% | $3,782+8.4% | $4,194-2.3% |
| Participant deferral / active EE | $14,338 | $5,538+158.9% | $5,096+181.4% | $6,396+124.2% |
| Admin fee / account holder | $739 | $10,024-92.6% | $9,162-91.9% | $12,562-94.1% |