Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $62,286 | $123,000-49.4% | $105,582-41.0% | $198,609-68.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 17.49% | 18.31%-0.8pp | 18.61%-1.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $8,274 | $3,582+131.0% | $2,984+177.3% | $5,055+63.7% |
| Participant deferral / active EE | $11,497 | $5,013+129.4% | $4,353+164.1% | $6,977+64.8% |
| Admin fee / account holder | $4,279 | $16,254-73.7% | $12,856-66.7% | $19,030-77.5% |