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 | $56,180 | $104,098-46.0% | $140,514-60.0% | $94,015-40.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 12.73% | 15.14%-2.4pp | 14.36%-1.6pp | 17.84%-5.1pp |
| Employer contribution / active EE | $1,334 | $2,388-44.1% | $3,378-60.5% | $2,790-52.2% |
| Participant deferral / active EE | $2,943 | $4,033-27.0% | $4,919-40.2% | $4,249-30.7% |
| Admin fee / account holder | $5,457 | $10,439-47.7% | $13,697-60.2% | $8,951-39.0% |