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 | $156,390 | $106,588+46.7% | $94,215+66.0% | $155,188+0.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 16.15% | 29.39%-13.2pp | 28.22%-12.1pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,236 | $3,080-27.4% | $2,675-16.4% | $4,248-47.4% |
| Participant deferral / active EE | $6,146 | $4,802+28.0% | $4,276+43.7% | $6,531-5.9% |
| Admin fee / account holder | $587 | $12,281-95.2% | $10,216-94.3% | $14,480-95.9% |