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 | $42,120 | $174,379-75.8% | $152,093-72.3% | $138,895-69.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.88% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,663 | $4,652-42.8% | $4,175-36.2% | $4,194-36.5% |
| Participant deferral / active EE | $2,634 | $6,159-57.2% | $5,451-51.7% | $6,396-58.8% |
| Admin fee / account holder | $484 | $16,880-97.1% | $14,497-96.7% | $12,562-96.1% |