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 | $141,418 | $185,312-23.7% | $161,489-12.4% | $154,746-8.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.09% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $9,617 | $4,769+101.6% | $4,268+125.3% | $4,379+119.6% |
| Participant deferral / active EE | $5,177 | $6,350-18.5% | $5,630-8.0% | $6,730-23.1% |
| Admin fee / account holder | $3,608 | $18,654-80.7% | $16,006-77.5% | $14,365-74.9% |