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 | $88,107 | $102,245-13.8% | $89,340-1.4% | $137,256-35.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.94% | 21.89%-6.0pp | 20.57%-4.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,280 | $2,529-9.8% | $2,231+2.2% | $4,156-45.1% |
| Participant deferral / active EE | $8,667 | $4,436+95.4% | $3,823+126.7% | $6,407+35.3% |
| Admin fee / account holder | $5,077 | $8,085-37.2% | $6,704-24.3% | $12,270-58.6% |