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 | $143,393 | $110,083+30.3% | $151,645-5.4% | $68,490+109.4% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -15.46% | -10.12%-5.3pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,696 | $4,470-17.3% | $6,165-40.1% | $2,597+42.3% |
| Participant deferral / active EE | $8,477 | $6,526+29.9% | $8,363+1.4% | $4,028+110.5% |
| Admin fee / account holder | $38,106 | $7,718+393.8% | $11,614+228.1% | $5,403+605.3% |