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 | $220,790 | $212,386+4.0% | $199,883+10.5% | $138,895+59.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.20% | 47.75%-33.5pp | 43.81%-29.6pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,992 | $6,625-39.7% | $6,261-36.2% | $4,194-4.8% |
| Participant deferral / active EE | $7,538 | $9,617-21.6% | $9,138-17.5% | $6,396+17.9% |
| Admin fee / account holder | $3,535 | $18,233-80.6% | $17,268-79.5% | $12,562-71.9% |