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 | $75,875 | $174,379-56.5% | $152,093-50.1% | $138,895-45.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.79% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,545 | $4,652-45.3% | $4,175-39.0% | $4,194-39.3% |
| Participant deferral / active EE | $1,735 | $6,159-71.8% | $5,451-68.2% | $6,396-72.9% |
| Admin fee / account holder | $1,354 | $16,880-92.0% | $14,497-90.7% | $12,562-89.2% |