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 | $92,315 | $67,411+36.9% | $91,004+1.4% | $70,124+31.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.05% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,237 | $1,786-30.7% | $2,456-49.6% | $2,342-47.2% |
| Participant deferral / active EE | $3,124 | $2,823+10.7% | $3,548-12.0% | $3,332-6.3% |
| Admin fee / account holder | $964 | $4,236-77.2% | $5,417-82.2% | $4,645-79.2% |