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 | $81,306 | $180,028-54.8% | $138,135-41.1% | $158,966-48.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 16.95% | 21.68%-4.7pp | 20.51%-3.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,704 | $7,470-63.8% | $5,587-51.6% | $4,762-43.2% |
| Participant deferral / active EE | $6,059 | $7,717-21.5% | $6,431-5.8% | $5,983+1.3% |
| Admin fee / account holder | $3,631 | $17,912-79.7% | $11,856-69.4% | $11,250-67.7% |