Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $172,378 | $201,372-14.4% | $184,260-6.4% | $145,884+18.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.75% | 29.04%-15.3pp | 28.84%-15.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,083 | $7,024-70.3% | $6,427-67.6% | $4,662-55.3% |
| Participant deferral / active EE | $12,811 | $9,808+30.6% | $9,133+40.3% | $6,690+91.5% |
| Admin fee / account holder | $17,187 | $16,362+5.0% | $13,898+23.7% | $13,392+28.3% |