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 | $52,127 | $88,996-41.4% | $78,004-33.2% | $138,895-62.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 11.20% | 28.03%-16.8pp | 31.07%-19.9pp | 145.39%-134.2pp |
| Employer contribution / active EE | $4,718 | $2,917+61.7% | $2,469+91.1% | $4,194+12.5% |
| Participant deferral / active EE | $8,530 | $4,724+80.6% | $4,092+108.5% | $6,396+33.4% |
| Admin fee / account holder | $8,498 | $8,807-3.5% | $7,578+12.1% | $12,562-32.4% |