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 | $149,211 | $93,598+59.4% | $135,974+9.7% | $75,173+98.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.68% | 30.89%-9.2pp | 68.30%-46.6pp | 160.72%-139.0pp |
| Employer contribution / active EE | $32,783 | $3,538+826.6% | $4,859+574.7% | $2,671+1127.4% |
| Participant deferral / active EE | $5,774 | $6,405-9.9% | $7,760-25.6% | $4,126+39.9% |
| Admin fee / account holder | $2,490 | $6,978-64.3% | $10,767-76.9% | $5,651-55.9% |