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 | $164,719 | $99,345+65.8% | $84,753+94.4% | $273,972-39.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.12% | 22.93%-13.8pp | 22.78%-13.7pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,312 | $4,214-45.1% | $3,574-35.3% | $4,869-52.5% |
| Participant deferral / active EE | $6,026 | $4,270+41.1% | $3,712+62.3% | $5,287+14.0% |
| Admin fee / account holder | $8,273 | $6,645+24.5% | $5,333+55.1% | $10,133-18.4% |