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 | $141,725 | $104,251+35.9% | $91,004+55.7% | $147,586-4.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.19% | 27.06%-2.9pp | 4.60%+19.6pp | 578.59%-554.4pp |
| Employer contribution / active EE | $5,171 | $3,116+66.0% | $2,456+110.6% | $4,876+6.0% |
| Participant deferral / active EE | $11,205 | $4,195+167.1% | $3,548+215.8% | $5,439+106.0% |
| Admin fee / account holder | $734 | $8,948-91.8% | $5,417-86.4% | $10,886-93.3% |