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 | $200,991 | $123,793+62.4% | $177,848+13.0% | $79,856+151.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.47% | 22.82%-8.4pp | 48.33%-33.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,821 | $4,095+17.7% | $5,919-18.5% | $2,471+95.1% |
| Participant deferral / active EE | $4,926 | $5,956-17.3% | $7,714-36.1% | $3,741+31.7% |
| Admin fee / account holder | $3,554 | $7,243-50.9% | $12,431-71.4% | $5,306-33.0% |