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 | $122,477 | $96,558+26.8% | $80,977+51.2% | $273,972-55.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.92% | 15.14%-7.2pp | 17.11%-9.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $7,475 | $4,869+53.5% | $3,715+101.2% | $4,869+53.5% |
| Participant deferral / active EE | $7,612 | $6,598+15.4% | $5,696+33.6% | $5,287+44.0% |
| Admin fee / account holder | $9,460 | $7,493+26.2% | $5,517+71.5% | $10,133-6.6% |