Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $84,477 | $154,228-45.2% | $145,433-41.9% | $137,256-38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.96% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,243 | $4,804-32.5% | $4,554-28.8% | $4,156-22.0% |
| Participant deferral / active EE | $11,161 | $8,216+35.8% | $7,897+41.3% | $6,407+74.2% |
| Admin fee / account holder | $5,135 | $14,344-64.2% | $13,129-60.9% | $12,270-58.2% |