Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,652 | $124,425-72.2% | $112,040-69.1% | $137,256-74.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.49% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,901 | $3,411+14.3% | $2,954+32.0% | $4,156-6.1% |
| Participant deferral / active EE | $2,233 | $5,718-61.0% | $5,098-56.2% | $6,407-65.1% |
| Admin fee / account holder | $1,287 | $15,207-91.5% | $12,098-89.4% | $12,270-89.5% |