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 | $81,982 | $145,431-43.6% | $211,142-61.2% | $87,485-6.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 23.43% | 27.21%-3.8pp | 46.84%-23.4pp | 26.06%-2.6pp |
| Employer contribution / active EE | $3,239 | $4,662-30.5% | $6,442-49.7% | $2,596+24.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,526 | $17,052-73.5% | $19,076-76.3% | $7,775-41.8% |