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 | $69,760 | $178,174-60.8% | $156,181-55.3% | $137,256-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.45% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,301 | $4,972-53.7% | $4,294-46.4% | $4,156-44.6% |
| Participant deferral / active EE | $14,375 | $6,888+108.7% | $6,132+134.4% | $6,407+124.4% |
| Admin fee / account holder | $346 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |