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 | $48,455 | $45,041+7.6% | $63,003-23.1% | $70,131-30.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.15% | 18.76%-0.6pp | 87.59%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,923 | $2,052+91.1% | $2,760+42.1% | $2,342+67.5% |
| Participant deferral / active EE | $2,480 | $2,465+0.6% | $3,329-25.5% | $3,332-25.6% |
| Admin fee / account holder | $1,381 | $2,836-51.3% | $3,600-61.6% | $4,645-70.3% |