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 | $244,038 | $181,896+34.2% | $156,551+55.9% | $273,972-10.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.64% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $11,102 | $6,248+77.7% | $5,501+101.8% | $4,869+128.0% |
| Participant deferral / active EE | $7,729 | $5,550+39.3% | $4,871+58.7% | $5,287+46.2% |
| Admin fee / account holder | $97,844 | $15,560+528.8% | $13,028+651.0% | $10,133+865.6% |