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 | $111,351 | $106,280+4.8% | $96,538+15.3% | $139,487-20.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.94% | 38.48%-17.5pp | 35.74%-14.8pp | 373.84%-352.9pp |
| Employer contribution / active EE | $4,912 | $4,107+19.6% | $3,740+31.3% | $4,755+3.3% |
| Participant deferral / active EE | $6,682 | $5,457+22.5% | $4,880+36.9% | $6,713-0.4% |
| Admin fee / account holder | $1,849 | $7,888-76.6% | $6,737-72.6% | $11,407-83.8% |