Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $109,226 | $97,648+11.9% | $121,663-10.2% | $87,485+24.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 16.22% | 18.03%-1.8pp | 147.54%-131.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,160 | $2,300+37.4% | $3,020+4.6% | $2,596+21.7% |
| Participant deferral / active EE | $11,490 | $3,923+192.9% | $4,887+135.1% | $4,274+168.9% |
| Admin fee / account holder | $808 | $11,100-92.7% | $14,289-94.3% | $7,775-89.6% |