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 | $26,536 | $215,361-87.7% | $171,082-84.5% | $273,972-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.82% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,637 | $4,967+13.5% | $4,002+40.9% | $4,869+15.8% |
| Participant deferral / active EE | $3,082 | $5,543-44.4% | $4,797-35.8% | $5,287-41.7% |
| Admin fee / account holder | $932 | $10,846-91.4% | $8,520-89.1% | $10,133-90.8% |