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 | $113,900 | $96,956+17.5% | $69,779+63.2% | $273,972-58.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.56% | 12.93%-6.4pp | 12.99%-6.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $526 | $3,316-84.1% | $2,338-77.5% | $4,869-89.2% |
| Participant deferral / active EE | $1,665 | $3,744-55.5% | $2,931-43.2% | $5,287-68.5% |
| Admin fee / account holder | $11,088 | $7,934+39.8% | $4,381+153.1% | $10,133+9.4% |