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 | $178,976 | $212,777-15.9% | $173,703+3.0% | $198,609-9.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.84% | 18.82%-1.0pp | 17.46%+0.4pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,850 | $5,214-45.3% | $4,288-33.5% | $5,055-43.6% |
| Participant deferral / active EE | $14,597 | $5,697+156.2% | $4,854+200.7% | $6,977+109.2% |
| Admin fee / account holder | $1,483 | $19,536-92.4% | $15,562-90.5% | $19,030-92.2% |