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 | $180,358 | $58,493+208.3% | $84,023+114.7% | $72,976+147.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.06% | 28.93%-9.9pp | 71.32%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,873 | $1,163+233.0% | $1,984+95.2% | $2,440+58.7% |
| Participant deferral / active EE | $8,223 | $2,394+243.5% | $3,239+153.8% | $3,608+127.9% |
| Admin fee / account holder | $1,361 | $4,569-70.2% | $6,102-77.7% | $5,124-73.4% |