Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $105,703 | $110,379-4.2% | $102,412+3.2% | $145,884-27.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.47% | 24.84%-3.4pp | 24.94%-3.5pp | 551.85%-530.4pp |
| Employer contribution / active EE | $22,853 | $4,216+442.0% | $3,870+490.5% | $4,662+390.2% |
| Participant deferral / active EE | $14,179 | $5,622+152.2% | $5,060+180.2% | $6,690+112.0% |
| Admin fee / account holder | $1,077 | $9,745-89.0% | $8,388-87.2% | $13,392-92.0% |