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 | $143,364 | $81,331+76.3% | $155,534-7.8% | $80,935+77.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.36% | 33.37%-21.0pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $9,261 | $3,105+198.3% | $4,675+98.1% | $2,757+235.9% |
| Participant deferral / active EE | $8,278 | $3,454+139.6% | $5,630+47.0% | $4,299+92.5% |
| Admin fee / account holder | $19,314 | $7,999+141.4% | $15,900+21.5% | $6,924+178.9% |