Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,487 | $48,235+151.9% | $68,803+76.6% | $68,490+77.4% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -15.88% | -12.70%-3.2pp | -6.37%-9.5pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,025 | $1,829+10.7% | $2,656-23.7% | $2,597-22.0% |
| Participant deferral / active EE | $4,848 | $2,867+69.1% | $3,942+23.0% | $4,028+20.4% |
| Admin fee / account holder | $5,033 | $4,361+15.4% | $4,936+2.0% | $5,403-6.9% |