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 | $186,977 | $93,346+100.3% | $71,796+160.4% | $273,972-31.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.41% | 130.39%-123.0pp | 78.04%-70.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,598 | $2,733+31.6% | $1,924+87.0% | $4,869-26.1% |
| Participant deferral / active EE | $7,567 | $3,475+117.8% | $2,794+170.8% | $5,287+43.1% |
| Admin fee / account holder | $2,586 | $6,571-60.6% | $4,815-46.3% | $10,133-74.5% |