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 | $81,827 | $201,370-59.4% | $184,256-55.6% | $145,897-43.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,789 | $7,024-46.1% | $6,427-41.0% | $4,663-18.7% |
| Participant deferral / active EE | $4,870 | $9,808-50.3% | $9,133-46.7% | $6,689-27.2% |
| Admin fee / account holder | $677 | $16,364-95.9% | $13,899-95.1% | $13,390-94.9% |