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 | $160,817 | $131,835+22.0% | $108,582+48.1% | $273,972-41.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.77% | -91.57%+96.3pp | -51.70%+56.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,198 | $4,913-14.5% | $3,758+11.7% | $4,869-13.8% |
| Participant deferral / active EE | $10,226 | $5,127+99.4% | $4,311+137.2% | $5,287+93.4% |
| Admin fee / account holder | $12,308 | $10,253+20.1% | $7,645+61.0% | $10,133+21.5% |