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 | $69,921 | $155,555-55.1% | $146,866-52.4% | $155,188-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.81% | 115.41%-103.6pp | 102.85%-91.0pp | 148.84%-137.0pp |
| Employer contribution / active EE | $3,342 | $4,647-28.1% | $4,425-24.5% | $4,248-21.3% |
| Participant deferral / active EE | $4,820 | $8,044-40.1% | $7,759-37.9% | $6,531-26.2% |
| Admin fee / account holder | $313 | $14,755-97.9% | $13,620-97.7% | $14,480-97.8% |