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 | $138,756 | $110,337+25.8% | $102,383+35.5% | $145,877-4.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $9,884 | $4,216+134.4% | $3,870+155.4% | $4,663+112.0% |
| Participant deferral / active EE | $12,929 | $5,621+130.0% | $5,060+155.5% | $6,691+93.2% |
| Admin fee / account holder | $1,568 | $9,750-83.9% | $8,391-81.3% | $13,402-88.3% |