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 | $119,925 | $76,407+57.0% | $150,298-20.2% | $82,448+45.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.65% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,501 | $2,614-4.3% | $4,154-39.8% | $2,551-2.0% |
| Participant deferral / active EE | $2,522 | $3,214-21.5% | $5,453-53.7% | $4,139-39.1% |
| Admin fee / account holder | $624 | $6,352-90.2% | $14,116-95.6% | $7,234-91.4% |