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 | $90,691 | $117,426-22.8% | $99,470-8.8% | $152,885-40.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 26.39% | 31.87%-5.5pp | 30.72%-4.3pp | 345.39%-319.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,275 | $4,086+4.6% | $3,619+18.1% | $5,851-26.9% |
| Admin fee / account holder | $2,822 | $7,634-63.0% | $6,252-54.9% | $11,598-75.7% |