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 | $157,178 | $88,583+77.4% | $88,497+77.6% | $273,972-42.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 3.90% | 5.68%-1.8pp | 7.63%-3.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $6,935 | $4,502+54.0% | $4,036+71.8% | $4,869+42.4% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,452 | $8,980-61.6% | $6,220-44.5% | $10,133-65.9% |