Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $144,566 | $212,386-31.9% | $199,883-27.7% | $138,895+4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.30% | 47.75%-31.5pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $17,034 | $6,625+157.1% | $6,261+172.1% | $4,194+306.1% |
| Participant deferral / active EE | $9,003 | $9,617-6.4% | $9,138-1.5% | $6,396+40.8% |
| Admin fee / account holder | $99,800 | $18,233+447.4% | $17,268+478.0% | $12,562+694.5% |