Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,113 | $185,312-82.7% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.25% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,568 | $4,769-67.1% | $4,268-63.3% | $4,379-64.2% |
| Participant deferral / active EE | $5,108 | $6,350-19.6% | $5,630-9.3% | $6,730-24.1% |
| Admin fee / account holder | $5,385 | $18,654-71.1% | $16,006-66.4% | $14,365-62.5% |