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 | $91,755 | $100,970-9.1% | $96,576-5.0% | $137,256-33.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.36% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,162 | $3,809-17.0% | $3,553-11.0% | $4,156-23.9% |
| Participant deferral / active EE | $7,297 | $8,286-11.9% | $7,956-8.3% | $6,407+13.9% |
| Admin fee / account holder | $340 | $11,312-97.0% | $11,381-97.0% | $12,270-97.2% |