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 | $75,869 | $62,672+21.1% | $185,117-59.0% | $70,126+8.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 19.54% | 40.79%-21.3pp | 40.50%-21.0pp | 73.15%-53.6pp |
| Employer contribution / active EE | $6,527 | $1,753+272.3% | $4,182+56.1% | $2,343+178.6% |
| Participant deferral / active EE | $11,760 | $3,272+259.5% | $5,045+133.1% | $3,332+253.0% |
| Admin fee / account holder | $5,282 | $3,932+34.4% | $8,159-35.3% | $4,645+13.7% |