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 | $81,565 | $72,486+12.5% | $87,103-6.4% | $72,976+11.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.27% | 24.46%-8.2pp | 28.19%-11.9pp | 81.02%-64.7pp |
| Employer contribution / active EE | $5,338 | $1,894+181.8% | $2,521+111.7% | $2,440+118.8% |
| Participant deferral / active EE | $5,558 | $3,270+70.0% | $4,049+37.3% | $3,608+54.1% |
| Admin fee / account holder | $1,115 | $5,055-77.9% | $7,491-85.1% | $5,124-78.2% |