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 | $108,709 | $77,638+40.0% | $156,551-30.6% | $62,881+72.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.94% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,924 | $3,444+13.9% | $5,501-28.7% | $2,281+72.0% |
| Participant deferral / active EE | $2,981 | $3,046-2.1% | $4,871-38.8% | $3,203-6.9% |
| Admin fee / account holder | $4,606 | $5,561-17.2% | $13,028-64.6% | $4,296+7.2% |