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 | $132,920 | $101,618+30.8% | $93,063+42.8% | $137,256-3.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.22% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,960 | $2,707-27.6% | $2,476-20.8% | $4,156-52.8% |
| Participant deferral / active EE | $1,660 | $4,279-61.2% | $3,958-58.1% | $6,407-74.1% |
| Admin fee / account holder | $5,660 | $6,198-8.7% | $6,033-6.2% | $12,270-53.9% |