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 | $80,384 | $135,956-40.9% | $123,894-35.1% | $273,972-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.49% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,732 | $5,170-47.1% | $4,617-40.8% | $4,869-43.9% |
| Participant deferral / active EE | $7,840 | $6,343+23.6% | $5,984+31.0% | $5,287+48.3% |
| Admin fee / account holder | $1,939 | $9,817-80.3% | $8,357-76.8% | $10,133-80.9% |