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 | $129,278 | $46,697+176.8% | $117,533+10.0% | $68,486+88.8% |
| Participation rate | 96.6% | 56.8%+39.8pp | 70.6%+26.0pp | 67.9%+28.7pp |
| Annual return | -13.81% | -14.52%+0.7pp | 29.77%-43.6pp | -7.85%-6.0pp |
| Employer contribution / active EE | $419 | $1,506-72.2% | $4,179-90.0% | $2,597-83.9% |
| Participant deferral / active EE | $5,403 | $2,637+104.9% | $4,072+32.7% | $4,028+34.1% |
| Admin fee / account holder | $8,200 | $4,023+103.9% | $5,647+45.2% | $5,404+51.7% |