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 | $134,322 | $60,349+122.6% | $74,184+81.1% | $62,881+113.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.11% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,953 | $1,680+75.8% | $2,370+24.6% | $2,281+29.5% |
| Participant deferral / active EE | $4,013 | $2,856+40.5% | $3,550+13.0% | $3,203+25.3% |
| Admin fee / account holder | $856 | $4,261-79.9% | $5,586-84.7% | $4,296-80.1% |