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 | $163,284 | $148,623+9.9% | $135,974+20.1% | $139,466+17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.30% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,669 | $5,246-68.2% | $4,859-65.6% | $4,754-64.9% |
| Participant deferral / active EE | $2,500 | $8,103-69.1% | $7,760-67.8% | $6,712-62.8% |
| Admin fee / account holder | $1,467 | $12,406-88.2% | $10,767-86.4% | $11,409-87.1% |