Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,433 | $56,339+33.9% | $104,299-27.7% | $68,490+10.1% |
| Participation rate | 87.5% | 63.3%+24.2pp | 73.3%+14.2pp | 67.9%+19.6pp |
| Annual return | -16.43% | -9.19%-7.2pp | 24.62%-41.0pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,126 | $1,960+59.5% | $3,373-7.3% | $2,597+20.4% |
| Participant deferral / active EE | $5,078 | $3,077+65.0% | $4,626+9.8% | $4,028+26.1% |
| Admin fee / account holder | $11,446 | $4,902+133.5% | $7,339+55.9% | $5,403+111.8% |