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 | $94,795 | $94,031+0.8% | $115,768-18.1% | $82,448+15.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 12.35% | 20.61%-8.3pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $6,265 | $2,323+169.6% | $2,940+113.1% | $2,551+145.6% |
| Participant deferral / active EE | $10,189 | $3,972+156.5% | $4,917+107.2% | $4,139+146.1% |
| Admin fee / account holder | $24,678 | $10,249+140.8% | $12,439+98.4% | $7,234+241.1% |