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 | $63,424 | $91,179-30.4% | $178,499-64.5% | $79,852-20.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.32% | 24.19%-6.9pp | 151.10%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,072 | $3,256-36.3% | $5,011-58.6% | $2,471-16.1% |
| Participant deferral / active EE | $3,037 | $3,236-6.2% | $5,202-41.6% | $3,740-18.8% |
| Admin fee / account holder | $7,374 | $6,749+9.3% | $13,986-47.3% | $5,306+39.0% |