Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,470 | $138,312-37.5% | $122,979-29.7% | $155,188-44.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.45% | 22.06%-8.6pp | 20.12%-6.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,969 | $3,530-15.9% | $3,062-3.0% | $4,248-30.1% |
| Participant deferral / active EE | $4,102 | $5,592-26.6% | $5,003-18.0% | $6,531-37.2% |
| Admin fee / account holder | $23,603 | $15,089+56.4% | $12,864+83.5% | $14,480+63.0% |