Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,788 | $100,279-15.4% | $81,353+4.2% | $145,884-41.9% |
| Participation rate | 91.3% | 74.3%+17.0pp | 69.5%+21.8pp | 80.3%+11.0pp |
| Annual return | 14.54% | 34.49%-19.9pp | 24.82%-10.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,036 | $2,979-65.2% | $2,464-57.9% | $4,662-77.8% |
| Participant deferral / active EE | $2,183 | $4,611-52.7% | $3,885-43.8% | $6,690-67.4% |
| Admin fee / account holder | $12,795 | $8,206+55.9% | $5,766+121.9% | $13,392-4.5% |