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 | $99,646 | $56,544+76.2% | $75,501+32.0% | $70,126+42.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.51% | 23.59%-9.1pp | 27.35%-12.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $5,552 | $1,817+205.6% | $2,352+136.1% | $2,343+137.0% |
| Participant deferral / active EE | $2,535 | $2,580-1.7% | $3,142-19.3% | $3,332-23.9% |
| Admin fee / account holder | $750 | $3,827-80.4% | $5,801-87.1% | $4,645-83.9% |