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 | $93,306 | $88,707+5.2% | $74,184+25.8% | $273,972-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.99% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,460 | $3,159-22.1% | $2,370+3.8% | $4,869-49.5% |
| Participant deferral / active EE | $7,437 | $4,212+76.6% | $3,550+109.5% | $5,287+40.7% |
| Admin fee / account holder | $4,947 | $8,717-43.2% | $5,586-11.4% | $10,133-51.2% |