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 | $158,808 | $65,082+144.0% | $81,367+95.2% | $59,633+166.3% |
| Participation rate | 87.9% | 76.0%+11.9pp | 82.3%+5.6pp | 68.7%+19.2pp |
| Annual return | -0.25% | 1.16%-1.4pp | -0.92%+0.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $3,066 | $2,934+4.5% | $3,930-22.0% | $2,203+39.2% |
| Participant deferral / active EE | $9,393 | $4,083+130.1% | $5,383+74.5% | $3,192+194.3% |
| Admin fee / account holder | $633 | $7,582-91.6% | $8,926-92.9% | $4,297-85.3% |