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 | $83,130 | $76,407+8.8% | $150,298-44.7% | $82,448+0.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.79% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,573 | $2,614-1.6% | $4,154-38.1% | $2,551+0.9% |
| Participant deferral / active EE | $5,198 | $3,214+61.7% | $5,453-4.7% | $4,139+25.6% |
| Admin fee / account holder | $1,612 | $6,352-74.6% | $14,116-88.6% | $7,234-77.7% |