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 | $82,653 | $72,486+14.0% | $87,103-5.1% | $72,976+13.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.48% | 24.46%-1.0pp | 28.19%-4.7pp | 81.02%-57.5pp |
| Employer contribution / active EE | $1,464 | $1,894-22.7% | $2,521-41.9% | $2,440-40.0% |
| Participant deferral / active EE | $3,589 | $3,270+9.8% | $4,049-11.3% | $3,608-0.5% |
| Admin fee / account holder | $789 | $5,055-84.4% | $7,491-89.5% | $5,124-84.6% |