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 | $152,766 | $89,370+70.9% | $141,197+8.2% | $72,976+109.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.34% | 111.88%-87.5pp | 71.41%-47.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $3,417 | $3,115+9.7% | $4,736-27.8% | $2,440+40.0% |
| Participant deferral / active EE | $8,183 | $5,419+51.0% | $6,710+21.9% | $3,608+126.8% |
| Admin fee / account holder | $1,088 | $5,957-81.7% | $10,265-89.4% | $5,124-78.8% |