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 | $94,097 | $99,345-5.3% | $84,753+11.0% | $273,972-65.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.81% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,212 | $4,214+94.9% | $3,574+129.7% | $4,869+68.7% |
| Participant deferral / active EE | $6,787 | $4,270+59.0% | $3,712+82.9% | $5,287+28.4% |
| Admin fee / account holder | $467 | $6,645-93.0% | $5,333-91.2% | $10,133-95.4% |