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 | $133,033 | $106,749+24.6% | $145,433-8.5% | $82,448+61.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,968 | $3,444+15.2% | $4,554-12.9% | $2,551+55.5% |
| Participant deferral / active EE | $7,961 | $6,519+22.1% | $7,897+0.8% | $4,139+92.3% |
| Admin fee / account holder | $5,664 | $8,390-32.5% | $13,129-56.9% | $7,234-21.7% |