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 | $117,787 | $115,911+1.6% | $100,530+17.2% | $158,950-25.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.06% | 34.80%-14.7pp | 30.89%-10.8pp | 302.91%-282.9pp |
| Employer contribution / active EE | $2,564 | $4,104-37.5% | $3,418-25.0% | $4,762-46.1% |
| Participant deferral / active EE | $3,680 | $6,676-44.9% | $6,271-41.3% | $5,983-38.5% |
| Admin fee / account holder | $646 | $10,999-94.1% | $8,083-92.0% | $11,248-94.3% |