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 | $71,511 | $161,352-55.7% | $134,172-46.7% | $137,256-47.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.83% | 28.72%-11.9pp | 25.30%-8.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,778 | $4,099-32.2% | $3,420-18.8% | $4,156-33.2% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,871 | $15,028-87.5% | $12,016-84.4% | $12,270-84.7% |