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 | $74,436 | $176,402-57.8% | $134,162-44.5% | $158,966-53.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.69% | 63.66%-56.0pp | 36.35%-28.7pp | 302.95%-295.3pp |
| Employer contribution / active EE | $2,353 | $5,042-53.3% | $3,705-36.5% | $4,762-50.6% |
| Participant deferral / active EE | $4,191 | $4,093+2.4% | $3,500+19.8% | $5,983-30.0% |
| Admin fee / account holder | $12,826 | $8,719+47.1% | $6,685+91.8% | $11,250+14.0% |