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 | $116,674 | $67,602+72.6% | $82,312+41.7% | $70,126+66.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $6,691 | $1,755+281.2% | $2,428+175.5% | $2,343+185.6% |
| Participant deferral / active EE | $4,743 | $2,987+58.8% | $3,706+28.0% | $3,332+42.4% |
| Admin fee / account holder | $3,732 | $4,512-17.3% | $5,608-33.5% | $4,645-19.7% |