Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,009 | $57,140-40.5% | $85,240-60.1% | $80,959-58.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.79% | 21.71%-8.9pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,233 | $1,802+23.9% | $2,735-18.4% | $2,757-19.0% |
| Participant deferral / active EE | $3,760 | $3,115+20.7% | $4,527-16.9% | $4,300-12.6% |
| Admin fee / account holder | $1,455 | $4,992-70.8% | $6,165-76.4% | $6,925-79.0% |