Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,616 | $43,075+108.0% | $74,577+20.2% | $62,881+42.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.01% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $11,144 | $1,498+644.1% | $2,525+341.3% | $2,281+388.6% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,318 | $2,840-18.4% | $4,138-44.0% | $4,296-46.0% |