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 | $55,310 | $87,166-36.5% | $76,735-27.9% | $137,256-59.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.60% | 26.50%-11.9pp | 29.77%-15.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,843 | $2,904-2.1% | $2,454+15.8% | $4,156-31.6% |
| Participant deferral / active EE | $6,254 | $4,726+32.3% | $4,088+53.0% | $6,407-2.4% |
| Admin fee / account holder | $25,278 | $8,403+200.8% | $7,189+251.6% | $12,270+106.0% |