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 | $46,236 | $185,312-75.0% | $161,489-71.4% | $154,746-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.82% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,374 | $4,769-71.2% | $4,268-67.8% | $4,379-68.6% |
| Participant deferral / active EE | $2,713 | $6,350-57.3% | $5,630-51.8% | $6,730-59.7% |
| Admin fee / account holder | $6,753 | $18,654-63.8% | $16,006-57.8% | $14,365-53.0% |