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 | $98,336 | $86,949+13.1% | $102,460-4.0% | $80,959+21.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.16% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $8,145 | $2,370+243.7% | $3,025+169.2% | $2,757+195.4% |
| Participant deferral / active EE | $5,856 | $4,121+42.1% | $5,056+15.8% | $4,300+36.2% |
| Admin fee / account holder | $6,307 | $8,048-21.6% | $9,460-33.3% | $6,925-8.9% |