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 | $112,949 | $80,992+39.5% | $96,534+17.0% | $75,173+50.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.53% | 27.05%-9.5pp | 25.88%-8.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $7,246 | $2,283+217.4% | $2,965+144.3% | $2,671+171.3% |
| Participant deferral / active EE | $5,950 | $3,929+51.4% | $4,851+22.6% | $4,126+44.2% |
| Admin fee / account holder | $4,198 | $6,717-37.5% | $8,253-49.1% | $5,651-25.7% |