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 | $135,715 | $73,863+83.7% | $143,797-5.6% | $68,490+98.2% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -17.31% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $6,061 | $3,185+90.3% | $4,952+22.4% | $2,597+133.4% |
| Participant deferral / active EE | $7,365 | $3,385+117.6% | $5,638+30.6% | $4,028+82.9% |
| Admin fee / account holder | $4,363 | $5,756-24.2% | $14,679-70.3% | $5,403-19.2% |