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 | $181,064 | $71,872+151.9% | $86,691+108.9% | $68,495+164.3% |
| Participation rate | 91.4% | 72.2%+19.2pp | 76.6%+14.8pp | 67.9%+23.5pp |
| Annual return | -11.41% | 3.53%-14.9pp | 35.94%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $11,626 | $2,173+435.0% | $2,837+309.8% | $2,596+347.8% |
| Participant deferral / active EE | $1,998 | $3,779-47.1% | $4,656-57.1% | $4,028-50.4% |
| Admin fee / account holder | $3,159 | $6,112-48.3% | $7,492-57.8% | $5,403-41.5% |