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 | $90,110 | $71,197+26.6% | $93,669-3.8% | $80,925+11.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.84% | 11.27%+1.6pp | 133.59%-120.7pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,895 | $1,565+21.1% | $2,424-21.8% | $2,756-31.3% |
| Participant deferral / active EE | $4,317 | $4,036+7.0% | $4,416-2.2% | $4,299+0.4% |
| Admin fee / account holder | $19,814 | $6,959+184.7% | $8,291+139.0% | $6,940+185.5% |