Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,104 | $176,402-60.8% | $134,162-48.5% | $158,982-56.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.60% | 63.66%-45.1pp | 36.35%-17.7pp | 302.99%-284.4pp |
| Employer contribution / active EE | $5,210 | $5,042+3.3% | $3,705+40.6% | $4,763+9.4% |
| Participant deferral / active EE | $14,223 | $4,093+247.5% | $3,500+306.4% | $5,983+137.7% |
| Admin fee / account holder | $3,039 | $8,719-65.1% | $6,685-54.5% | $11,252-73.0% |