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 | $204,597 | $92,219+121.9% | $76,767+166.5% | $135,380+51.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.60% | 5.46%-13.1pp | 2.43%-10.0pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,444 | $3,216+7.1% | $2,485+38.6% | $4,779-27.9% |
| Participant deferral / active EE | $12,635 | $4,508+180.3% | $3,852+228.0% | $5,609+125.3% |
| Admin fee / account holder | $22,422 | $10,749+108.6% | $6,675+235.9% | $10,828+107.1% |