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 | $162,999 | $71,878+126.8% | $86,698+88.0% | $68,486+138.0% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -18.33% | 3.53%-21.9pp | 35.95%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,669 | $2,173-23.2% | $2,837-41.2% | $2,597-35.7% |
| Participant deferral / active EE | $5,449 | $3,779+44.2% | $4,656+17.0% | $4,028+35.3% |
| Admin fee / account holder | $5,263 | $6,113-13.9% | $7,493-29.8% | $5,404-2.6% |