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 | $97,168 | $72,404+34.2% | $110,241-11.9% | $64,181+51.4% |
| Participation rate | 94.9% | 73.3%+21.5pp | 79.8%+15.1pp | 69.6%+25.3pp |
| Annual return | -3.83% | -6.29%+2.5pp | 314.75%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,341 | $2,282-41.2% | $3,827-65.0% | $2,381-43.7% |
| Participant deferral / active EE | $5,935 | $3,469+71.1% | $4,672+27.0% | $3,470+71.1% |
| Admin fee / account holder | $9,835 | $5,664+73.6% | $8,548+15.1% | $4,887+101.2% |