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 | $190,531 | $185,141+2.9% | $153,416+24.2% | $155,188+22.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.18% | 18.72%-9.5pp | 17.84%-8.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $6,324 | $4,489+40.9% | $3,764+68.0% | $4,248+48.9% |
| Participant deferral / active EE | $3,541 | $5,477-35.4% | $4,723-25.0% | $6,531-45.8% |
| Admin fee / account holder | $1,124 | $16,005-93.0% | $13,095-91.4% | $14,480-92.2% |