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 | $163,649 | $131,835+24.1% | $108,582+50.7% | $273,972-40.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.92% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,556 | $4,913-48.0% | $3,758-32.0% | $4,869-47.5% |
| Participant deferral / active EE | $7,686 | $5,127+49.9% | $4,311+78.3% | $5,287+45.4% |
| Admin fee / account holder | $27,996 | $10,253+173.1% | $7,645+266.2% | $10,133+176.3% |