Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $90,582 | $77,472+16.9% | $100,415-9.8% | $80,959+11.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.08% | 37.26%-22.2pp | 49.47%-34.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $6,275 | $2,800+124.1% | $3,943+59.1% | $2,757+127.6% |
| Participant deferral / active EE | $11,621 | $6,818+70.4% | $8,091+43.6% | $4,300+170.2% |
| Admin fee / account holder | $687 | $5,885-88.3% | $7,906-91.3% | $6,925-90.1% |