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 | $85,534 | $88,707-3.6% | $74,184+15.3% | $273,972-68.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.26% | 11.94%-3.7pp | 17.74%-9.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,801 | $3,159+20.3% | $2,370+60.4% | $4,869-21.9% |
| Participant deferral / active EE | $6,171 | $4,212+46.5% | $3,550+73.9% | $5,287+16.7% |
| Admin fee / account holder | $1,736 | $8,717-80.1% | $5,586-68.9% | $10,133-82.9% |