Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $93,968 | $201,372-53.3% | $184,260-49.0% | $145,884-35.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.47% | 29.04%-9.6pp | 28.84%-9.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $29,713 | $7,024+323.0% | $6,427+362.3% | $4,662+537.3% |
| Participant deferral / active EE | $14,595 | $9,808+48.8% | $9,133+59.8% | $6,690+118.2% |
| Admin fee / account holder | $4,282 | $16,362-73.8% | $13,898-69.2% | $13,392-68.0% |