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 | $62,332 | $61,660+1.1% | $80,022-22.1% | $64,173-2.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 5.65% | -0.33%+6.0pp | 11.22%-5.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $2,103 | $1,810+16.2% | $2,468-14.8% | $2,381-11.7% |
| Participant deferral / active EE | $1,435 | $2,968-51.7% | $3,686-61.1% | $3,470-58.7% |
| Admin fee / account holder | $4,657 | $5,417-14.0% | $6,521-28.6% | $4,887-4.7% |