Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $124,870 | $124,980-0.1% | $108,359+15.2% | $154,746-19.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.36% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,596 | $2,851+61.2% | $2,399+91.5% | $4,379+5.0% |
| Participant deferral / active EE | $12,580 | $4,743+165.2% | $4,137+204.1% | $6,730+86.9% |
| Admin fee / account holder | $1,086 | $11,502-90.6% | $9,741-88.8% | $14,365-92.4% |