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 | $90,558 | $77,817+16.4% | $123,553-26.7% | $64,173+41.1% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,239 | $3,014+107.0% | $4,628+34.8% | $2,381+162.0% |
| Participant deferral / active EE | $5,176 | $5,240-1.2% | $6,426-19.4% | $3,470+49.2% |
| Admin fee / account holder | $2,022 | $5,519-63.4% | $9,284-78.2% | $4,887-58.6% |