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 | $75,201 | $181,896-58.7% | $156,551-52.0% | $273,972-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.49% | 30.74%-26.3pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $13,053 | $6,248+108.9% | $5,501+137.3% | $4,869+168.1% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $545 | $15,560-96.5% | $13,028-95.8% | $10,133-94.6% |