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 | $187,539 | $106,864+75.5% | $147,318+27.3% | $82,637+126.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.69% | 27.49%-8.8pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $17,010 | $3,417+397.8% | $4,593+270.3% | $2,552+566.5% |
| Participant deferral / active EE | $5,414 | $6,496-16.7% | $7,906-31.5% | $4,126+31.2% |
| Admin fee / account holder | $8,891 | $8,415+5.7% | $13,708-35.1% | $7,339+21.2% |