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 | $177,860 | $72,492+145.4% | $87,102+104.2% | $72,983+143.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.47% | 24.46%-2.0pp | 28.19%-5.7pp | 81.01%-58.5pp |
| Employer contribution / active EE | $4,538 | $1,894+139.6% | $2,521+80.0% | $2,440+86.0% |
| Participant deferral / active EE | $5,502 | $3,270+68.3% | $4,048+35.9% | $3,608+52.5% |
| Admin fee / account holder | $551 | $5,055-89.1% | $7,491-92.6% | $5,124-89.3% |