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 | $135,839 | $135,956-0.1% | $123,894+9.6% | $273,970-50.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.78% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.7pp |
| Employer contribution / active EE | $25,824 | $5,170+399.5% | $4,617+459.3% | $4,869+430.4% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $402 | $9,817-95.9% | $8,357-95.2% | $10,132-96.0% |