Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,542 | $62,549+51.1% | $85,705+10.3% | $85,851+10.1% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.9%+27.2pp | 69.3%+27.7pp |
| Annual return | 12.71% | 23.77%-11.1pp | 21.49%-8.8pp | 318.63%-305.9pp |
| Employer contribution / active EE | $2,742 | $1,755+56.2% | $2,619+4.7% | $2,565+6.9% |
| Participant deferral / active EE | $3,006 | $2,802+7.3% | $3,924-23.4% | $3,952-23.9% |
| Admin fee / account holder | $9,784 | $4,644+110.7% | $6,877+42.3% | $6,261+56.3% |