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 | $135,775 | $65,704+106.6% | $94,229+44.1% | $59,633+127.7% |
| Participation rate | 98.9% | 72.1%+26.7pp | 78.8%+20.1pp | 68.7%+30.2pp |
| Annual return | -1.16% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $4,172 | $2,021+106.5% | $3,587+16.3% | $2,203+89.4% |
| Participant deferral / active EE | $4,367 | $3,143+38.9% | $4,320+1.1% | $3,192+36.8% |
| Admin fee / account holder | $14,892 | $4,265+249.2% | $6,269+137.5% | $4,297+246.6% |