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 | $73,266 | $125,797-41.8% | $170,028-56.9% | $75,181-2.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.83% | 27.20%-11.4pp | 53.39%-37.6pp | 160.69%-144.9pp |
| Employer contribution / active EE | $3,418 | $4,616-25.9% | $6,788-49.6% | $2,671+28.0% |
| Participant deferral / active EE | $4,172 | $6,838-39.0% | $10,409-59.9% | $4,126+1.1% |
| Admin fee / account holder | $8,673 | $8,177+6.1% | $12,820-32.4% | $5,650+53.5% |