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 | $94,105 | $54,162+73.7% | $68,612+37.2% | $64,173+46.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.28% | -1.62%-3.7pp | -4.63%-0.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,845 | $1,846+54.1% | $2,625+8.4% | $2,381+19.5% |
| Participant deferral / active EE | $5,141 | $2,626+95.7% | $3,311+55.3% | $3,470+48.2% |
| Admin fee / account holder | $2,022 | $4,029-49.8% | $5,131-60.6% | $4,887-58.6% |