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 | $158,395 | $167,533-5.5% | $151,645+4.5% | $134,545+17.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.16% | 7.81%-27.0pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,355 | $6,828-65.5% | $6,165-61.8% | $4,742-50.3% |
| Participant deferral / active EE | $16,635 | $8,985+85.1% | $8,363+98.9% | $6,401+159.9% |
| Admin fee / account holder | $2,365 | $13,781-82.8% | $11,614-79.6% | $11,431-79.3% |