Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $69,222 | $87,166-20.6% | $76,735-9.8% | $137,256-49.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.26% | 26.50%-8.2pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,127 | $2,904-26.8% | $2,454-13.3% | $4,156-48.8% |
| Participant deferral / active EE | $9,476 | $4,726+100.5% | $4,088+131.8% | $6,407+47.9% |
| Admin fee / account holder | $1,153 | $8,403-86.3% | $7,189-84.0% | $12,270-90.6% |