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 | $109,667 | $43,483+152.2% | $54,726+100.4% | $64,173+70.9% |
| Participation rate | 98.5% | 72.2%+26.3pp | 79.1%+19.4pp | 69.6%+28.9pp |
| Annual return | -5.44% | -1.03%-4.4pp | -4.56%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,040 | $2,632+129.5% | $3,449+75.1% | $2,381+153.7% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $3,953-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,349 | $4,250+237.6% | $3,818+275.9% | $4,887+193.6% |