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 | $51,635 | $174,379-70.4% | $152,093-66.1% | $138,895-62.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 240.79% | 74.86%+165.9pp | 66.36%+174.4pp | 145.39%+95.4pp |
| Employer contribution / active EE | $3,547 | $4,652-23.8% | $4,175-15.0% | $4,194-15.4% |
| Participant deferral / active EE | $6,494 | $6,159+5.4% | $5,451+19.1% | $6,396+1.5% |
| Admin fee / account holder | $862 | $16,880-94.9% | $14,497-94.1% | $12,562-93.1% |