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 | $62,170 | $65,712-5.4% | $57,196+8.7% | $273,972-77.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.65% | 22.01%-16.4pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,427 | $3,280+4.5% | $2,683+27.7% | $4,869-29.6% |
| Participant deferral / active EE | $3,592 | $3,782-5.0% | $3,096+16.0% | $5,287-32.1% |
| Admin fee / account holder | $2,014 | $4,838-58.4% | $3,141-35.9% | $10,133-80.1% |