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 | $131,423 | $62,583+110.0% | $76,767+71.2% | $64,173+104.8% |
| Participation rate | 74.4% | 72.8%+1.6pp | 77.0%-2.5pp | 69.6%+4.8pp |
| Annual return | -3.76% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,692 | $1,832-7.6% | $2,485-31.9% | $2,381-28.9% |
| Participant deferral / active EE | $4,984 | $3,145+58.5% | $3,852+29.4% | $3,470+43.6% |
| Admin fee / account holder | $22,750 | $4,667+387.5% | $6,675+240.8% | $4,887+365.5% |