Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,242 | $124,980-38.2% | $108,359-28.7% | $154,746-50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.98% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,047 | $2,851-63.3% | $2,399-56.4% | $4,379-76.1% |
| Participant deferral / active EE | $7,054 | $4,743+48.7% | $4,137+70.5% | $6,730+4.8% |
| Admin fee / account holder | $1,038 | $11,502-91.0% | $9,741-89.3% | $14,365-92.8% |