Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,543 | $139,948-64.6% | $121,663-59.3% | $154,746-68.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.89% | 230.52%-214.6pp | 147.54%-131.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $970 | $3,521-72.5% | $3,020-67.9% | $4,379-77.8% |
| Participant deferral / active EE | $5,724 | $5,629+1.7% | $4,887+17.1% | $6,730-15.0% |
| Admin fee / account holder | $2,485 | $17,321-85.7% | $14,289-82.6% | $14,365-82.7% |