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 | $67,354 | $86,922-22.5% | $102,438-34.2% | $80,874-16.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 21.48% | 18.90%+2.6pp | 29.37%-7.9pp | 35.62%-14.1pp |
| Employer contribution / active EE | $5,698 | $2,369+140.5% | $3,024+88.5% | $2,756+106.8% |
| Participant deferral / active EE | $3,275 | $4,119-20.5% | $5,054-35.2% | $4,297-23.8% |
| Admin fee / account holder | $1,698 | $8,050-78.9% | $9,448-82.0% | $6,935-75.5% |