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 | $83,953 | $75,541+11.1% | $152,093-44.8% | $82,637+1.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.64% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $3,032 | $2,622+15.6% | $4,175-27.4% | $2,552+18.8% |
| Participant deferral / active EE | $8,105 | $3,206+152.8% | $5,451+48.7% | $4,126+96.4% |
| Admin fee / account holder | $7,173 | $6,405+12.0% | $14,497-50.5% | $7,339-2.3% |