Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,167 | $93,598-27.2% | $135,974-49.9% | $75,173-9.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.18% | 30.89%-7.7pp | 68.30%-45.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $3,454 | $3,538-2.4% | $4,859-28.9% | $2,671+29.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,852 | $6,978-59.1% | $10,767-73.5% | $5,651-49.5% |