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 | $105,412 | $96,558+9.2% | $80,977+30.2% | $273,972-61.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.34% | 15.14%-8.8pp | 17.11%-10.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,223 | $4,869-54.3% | $3,715-40.2% | $4,869-54.3% |
| Participant deferral / active EE | $12,151 | $6,598+84.2% | $5,696+113.3% | $5,287+129.8% |
| Admin fee / account holder | $397 | $7,493-94.7% | $5,517-92.8% | $10,133-96.1% |