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 | $41,154 | $138,312-70.2% | $122,979-66.5% | $155,188-73.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 22.39% | 22.06%+0.3pp | 20.12%+2.3pp | 148.84%-126.4pp |
| Employer contribution / active EE | $2,636 | $3,530-25.3% | $3,062-13.9% | $4,248-37.9% |
| Participant deferral / active EE | $3,868 | $5,592-30.8% | $5,003-22.7% | $6,531-40.8% |
| Admin fee / account holder | $4,007 | $15,089-73.4% | $12,864-68.8% | $14,480-72.3% |