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 | $49,722 | $100,194-50.4% | $122,979-59.6% | $86,983-42.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 24.44% | 16.47%+8.0pp | 20.12%+4.3pp | 25.83%-1.4pp |
| Employer contribution / active EE | $3,494 | $2,326+50.3% | $3,062+14.1% | $2,584+35.2% |
| Participant deferral / active EE | $10,219 | $4,133+147.2% | $5,003+104.3% | $4,194+143.7% |
| Admin fee / account holder | $5,397 | $10,148-46.8% | $12,864-58.0% | $7,856-31.3% |