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 | $89,883 | $64,729+38.9% | $112,263-19.9% | $68,490+31.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.74% | -11.40%-7.3pp | 27.49%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,998 | $2,746+9.2% | $3,636-17.6% | $2,597+15.4% |
| Participant deferral / active EE | $7,105 | $3,566+99.3% | $4,729+50.2% | $4,028+76.4% |
| Admin fee / account holder | $2,637 | $5,222-49.5% | $6,410-58.9% | $5,403-51.2% |