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 | $162,207 | $142,409+13.9% | $119,634+35.6% | $134,545+20.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.38% | -12.46%-3.9pp | -14.98%-1.4pp | 418.37%-434.7pp |
| Employer contribution / active EE | $6,186 | $5,224+18.4% | $4,232+46.2% | $4,742+30.5% |
| Participant deferral / active EE | $7,425 | $6,468+14.8% | $5,601+32.6% | $6,401+16.0% |
| Admin fee / account holder | $625 | $13,594-95.4% | $10,329-94.0% | $11,431-94.5% |