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 | $227,665 | $161,352+41.1% | $134,172+69.7% | $137,256+65.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.80% | 28.72%-15.9pp | 25.30%-12.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,954 | $4,099+45.3% | $3,420+74.1% | $4,156+43.3% |
| Participant deferral / active EE | $5,927 | $5,552+6.7% | $4,690+26.4% | $6,407-7.5% |
| Admin fee / account holder | $10,888 | $15,028-27.5% | $12,016-9.4% | $12,270-11.3% |