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 | $57,622 | $99,345-42.0% | $84,753-32.0% | $273,972-79.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.50% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $21,772 | $4,214+416.7% | $3,574+509.1% | $4,869+347.2% |
| Participant deferral / active EE | $4,614 | $4,270+8.1% | $3,712+24.3% | $5,287-12.7% |
| Admin fee / account holder | $761 | $6,645-88.5% | $5,333-85.7% | $10,133-92.5% |