Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,926 | $178,174-46.7% | $156,181-39.2% | $137,256-30.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.08% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $16,248 | $4,972+226.8% | $4,294+278.4% | $4,156+290.9% |
| Participant deferral / active EE | $10,842 | $6,888+57.4% | $6,132+76.8% | $6,407+69.2% |
| Admin fee / account holder | $356 | $17,404-98.0% | $14,586-97.6% | $12,270-97.1% |