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 | $67,425 | $153,769-56.2% | $133,975-49.7% | $273,972-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.14% | 36.51%-21.4pp | 29.29%-14.2pp | 41.46%-26.3pp |
| Employer contribution / active EE | $15,188 | $6,029+151.9% | $5,211+191.4% | $4,869+211.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,783 | $11,765-76.3% | $9,324-70.2% | $10,133-72.5% |