Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,171 | $77,472-45.6% | $100,392-58.0% | $80,935-47.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 22.60% | 37.26%-14.7pp | 49.45%-26.9pp | 35.66%-13.1pp |
| Employer contribution / active EE | $2,163 | $2,800-22.8% | $3,941-45.1% | $2,757-21.5% |
| Participant deferral / active EE | $4,873 | $6,818-28.5% | $8,090-39.8% | $4,299+13.3% |
| Admin fee / account holder | $2,115 | $5,885-64.1% | $7,904-73.2% | $6,924-69.5% |