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 | $126,751 | $110,083+15.1% | $151,639-16.4% | $68,486+85.1% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -3.45% | -10.12%+6.7pp | 3.34%-6.8pp | -7.85%+4.4pp |
| Employer contribution / active EE | $7,619 | $4,470+70.4% | $6,165+23.6% | $2,597+193.4% |
| Participant deferral / active EE | $4,677 | $6,526-28.3% | $8,363-44.1% | $4,028+16.1% |
| Admin fee / account holder | $3,662 | $7,718-52.6% | $11,613-68.5% | $5,404-32.2% |