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 | $194,078 | $157,276+23.4% | $141,177+37.5% | $152,885+26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.26% | 64.33%-40.1pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $3,875 | $5,262-26.3% | $4,736-18.2% | $4,763-18.6% |
| Participant deferral / active EE | $11,896 | $7,110+67.3% | $6,710+77.3% | $5,851+103.3% |
| Admin fee / account holder | $1,625 | $12,123-86.6% | $10,263-84.2% | $11,598-86.0% |