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 | $177,701 | $95,453+86.2% | $112,040+58.6% | $82,448+115.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.40% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,341 | $2,318+130.4% | $2,954+80.8% | $2,551+109.4% |
| Participant deferral / active EE | $4,442 | $4,224+5.2% | $5,098-12.9% | $4,139+7.3% |
| Admin fee / account holder | $5,597 | $9,013-37.9% | $12,098-53.7% | $7,234-22.6% |