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 | $128,056 | $152,651-16.1% | $105,218+21.7% | $125,389+2.1% |
| Participation rate | 91.3% | 81.5%+9.8pp | 77.2%+14.1pp | 83.2%+8.1pp |
| Annual return | 4.10% | 8.24%-4.1pp | 5.33%-1.2pp | 282.24%-278.1pp |
| Employer contribution / active EE | $4,831 | $4,802+0.6% | $3,255+48.4% | $4,866-0.7% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,733 | $14,248-52.7% | $6,992-3.7% | $9,541-29.4% |