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 | $129,946 | $69,977+85.7% | $108,582+19.7% | $62,881+106.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 20.54% | 10.73%+9.8pp | -51.70%+72.2pp | 20.14%+0.4pp |
| Employer contribution / active EE | $3,561 | $2,135+66.8% | $3,758-5.3% | $2,281+56.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $710 | $5,076-86.0% | $7,645-90.7% | $4,296-83.5% |