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 | $144,720 | $73,863+95.9% | $143,797+0.6% | $68,490+111.3% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -17.26% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $5,335 | $3,185+67.5% | $4,952+7.7% | $2,597+105.4% |
| Participant deferral / active EE | $7,130 | $3,385+110.7% | $5,638+26.5% | $4,028+77.0% |
| Admin fee / account holder | $4,460 | $5,756-22.5% | $14,679-69.6% | $5,403-17.4% |