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 | $85,886 | $65,083+32.0% | $143,788-40.3% | $66,930+28.3% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -14.31% | -11.13%-3.2pp | -0.03%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $2,108 | $2,361-10.7% | $4,952-57.4% | $2,545-17.2% |
| Participant deferral / active EE | $3,639 | $2,920+24.6% | $5,638-35.5% | $4,238-14.1% |
| Admin fee / account holder | $8,307 | $502+1553.7% | $14,675-43.4% | $593+1299.8% |