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 | $149,217 | $127,296+17.2% | $109,907+35.8% | $167,536-10.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.73% | 22.97%-8.2pp | 29.46%-14.7pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,650 | $3,325-20.3% | $2,844-6.8% | $4,839-45.2% |
| Participant deferral / active EE | $8,128 | $4,513+80.1% | $4,047+100.8% | $6,342+28.1% |
| Admin fee / account holder | $9,124 | $7,119+28.2% | $6,069+50.3% | $12,315-25.9% |