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 | $127,671 | $54,541+134.1% | $78,778+62.1% | $70,126+82.1% |
| Participation rate | 96.2% | 60.8%+35.4pp | 69.2%+27.0pp | 69.5%+26.6pp |
| Annual return | 13.54% | 21.07%-7.5pp | 35.62%-22.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $385 | $1,089-64.7% | $1,986-80.6% | $2,343-83.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,753 | $3,709-25.8% | $5,134-46.4% | $4,645-40.7% |