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 | $104,294 | $124,425-16.2% | $112,040-6.9% | $137,256-24.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.23% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,332 | $3,411-2.3% | $2,954+12.8% | $4,156-19.8% |
| Participant deferral / active EE | $5,131 | $5,718-10.3% | $5,098+0.7% | $6,407-19.9% |
| Admin fee / account holder | $30,045 | $15,207+97.6% | $12,098+148.3% | $12,270+144.9% |