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 | $62,830 | $165,399-62.0% | $149,745-58.0% | $158,982-60.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.58% | 348.34%-335.8pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,575 | $5,105-69.1% | $4,646-66.1% | $4,763-66.9% |
| Participant deferral / active EE | $3,024 | $7,183-57.9% | $6,843-55.8% | $5,983-49.5% |
| Admin fee / account holder | $1,269 | $10,811-88.3% | $9,312-86.4% | $11,252-88.7% |