Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,619 | $76,834+7.5% | $108,359-23.8% | $87,485-5.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 16.40% | 19.09%-2.7pp | 36.89%-20.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $830 | $1,556-46.6% | $2,399-65.4% | $2,596-68.0% |
| Participant deferral / active EE | $4,154 | $3,100+34.0% | $4,137+0.4% | $4,274-2.8% |
| Admin fee / account holder | $4,447 | $6,537-32.0% | $9,741-54.3% | $7,775-42.8% |