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 | $49,680 | $60,349-17.7% | $74,184-33.0% | $62,881-21.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.81% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7,068 | $1,680+320.7% | $2,370+198.2% | $2,281+209.9% |
| Participant deferral / active EE | $4,802 | $2,856+68.1% | $3,550+35.3% | $3,203+49.9% |
| Admin fee / account holder | $1,158 | $4,261-72.8% | $5,586-79.3% | $4,296-73.0% |