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 | $165,510 | $99,644+66.1% | $86,438+91.5% | $134,532+23.0% |
| Participation rate | 93.3% | 82.1%+11.3pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.82% | 6787.26%-6804.1pp | 4397.19%-4414.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,764 | $4,402-59.9% | $3,769-53.2% | $4,741-62.8% |
| Participant deferral / active EE | $4,871 | $7,247-32.8% | $6,952-29.9% | $6,401-23.9% |
| Admin fee / account holder | $30,614 | $8,375+265.6% | $6,733+354.7% | $11,429+167.9% |