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 | $99,588 | $101,798-2.2% | $165,071-39.7% | $80,935+23.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 22.38% | 16.73%+5.7pp | 70.17%-47.8pp | 35.66%-13.3pp |
| Employer contribution / active EE | $6,763 | $2,954+128.9% | $4,347+55.6% | $2,757+145.3% |
| Participant deferral / active EE | $4,484 | $4,476+0.2% | $6,035-25.7% | $4,299+4.3% |
| Admin fee / account holder | $3,146 | $8,221-61.7% | $12,695-75.2% | $6,924-54.6% |