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 | $104,833 | $81,487+28.6% | $102,412+2.4% | $80,935+29.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.89% | 25.60%-13.7pp | 24.94%-13.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,870 | $3,103-7.5% | $3,870-25.8% | $2,757+4.1% |
| Participant deferral / active EE | $7,783 | $3,871+101.1% | $5,060+53.8% | $4,299+81.0% |
| Admin fee / account holder | $22,591 | $6,717+236.3% | $8,388+169.3% | $6,924+226.3% |