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 | $81,754 | $99,345-17.7% | $84,753-3.5% | $273,972-70.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.34% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $16,071 | $4,214+281.4% | $3,574+349.6% | $4,869+230.1% |
| Participant deferral / active EE | $12,101 | $4,270+183.4% | $3,712+226.0% | $5,287+128.9% |
| Admin fee / account holder | $696 | $6,645-89.5% | $5,333-86.9% | $10,133-93.1% |