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 | $152,819 | $64,729+136.1% | $112,263+36.1% | $68,490+123.1% |
| Participation rate | 95.6% | 67.2%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | -15.36% | -11.40%-4.0pp | 27.49%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,544 | $3,566+55.5% | $4,729+17.2% | $4,028+37.6% |
| Admin fee / account holder | $10,616 | $5,222+103.3% | $6,410+65.6% | $5,403+96.5% |