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 | $149,443 | $76,834+94.5% | $108,359+37.9% | $87,485+70.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 17.59% | 19.09%-1.5pp | 36.89%-19.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $7,162 | $1,556+360.2% | $2,399+198.5% | $2,596+175.9% |
| Participant deferral / active EE | $6,922 | $3,100+123.3% | $4,137+67.3% | $4,274+62.0% |
| Admin fee / account holder | $1,425 | $6,537-78.2% | $9,741-85.4% | $7,775-81.7% |