Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $114,080 | $106,280+7.3% | $96,538+18.2% | $139,487-18.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.49% | 38.48%-10.0pp | 35.74%-7.2pp | 373.84%-345.4pp |
| Employer contribution / active EE | $6,198 | $4,107+50.9% | $3,740+65.7% | $4,755+30.4% |
| Participant deferral / active EE | $12,890 | $5,457+136.2% | $4,880+164.1% | $6,713+92.0% |
| Admin fee / account holder | $1,018 | $7,888-87.1% | $6,737-84.9% | $11,407-91.1% |