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 | $164,289 | $213,785-23.2% | $185,441-11.4% | $155,188+5.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.29% | 19.97%-6.7pp | 20.16%-6.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $4,841 | $5,393-10.2% | $4,672+3.6% | $4,248+14.0% |
| Participant deferral / active EE | $6,033 | $6,864-12.1% | $6,152-1.9% | $6,531-7.6% |
| Admin fee / account holder | $15,715 | $21,134-25.6% | $17,890-12.2% | $14,480+8.5% |