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 | $48,142 | $46,596+3.3% | $64,099-24.9% | $75,181-36.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.75% | 26.04%-8.3pp | 33.70%-15.9pp | 160.69%-142.9pp |
| Employer contribution / active EE | $2,916 | $1,975+47.7% | $2,748+6.1% | $2,671+9.2% |
| Participant deferral / active EE | $4,694 | $2,837+65.4% | $3,881+20.9% | $4,126+13.8% |
| Admin fee / account holder | $3,930 | $2,954+33.0% | $3,070+28.0% | $5,650-30.4% |