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 | $244,895 | $102,245+139.5% | $89,340+174.1% | $137,256+78.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.71% | 21.89%-6.2pp | 20.57%-4.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,440 | $2,529-3.5% | $2,231+9.3% | $4,156-41.3% |
| Participant deferral / active EE | $5,240 | $4,436+18.1% | $3,823+37.1% | $6,407-18.2% |
| Admin fee / account holder | $12,024 | $8,085+48.7% | $6,704+79.4% | $12,270-2.0% |