Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $101,259 | $275,752-63.3% | $256,809-60.6% | $198,609-49.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.16% | 34.81%-21.7pp | 32.73%-19.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $6,784 | $7,721-12.1% | $7,263-6.6% | $5,055+34.2% |
| Participant deferral / active EE | $18,992 | $10,037+89.2% | $9,520+99.5% | $6,977+172.2% |
| Admin fee / account holder | $41,940 | $25,716+63.1% | $25,146+66.8% | $19,030+120.4% |