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 | $146,968 | $64,729+127.1% | $112,263+30.9% | $68,490+114.6% |
| Participation rate | 82.9% | 67.2%+15.7pp | 75.1%+7.8pp | 67.9%+15.0pp |
| Annual return | -15.34% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,455 | $2,746-10.6% | $3,636-32.5% | $2,597-5.4% |
| Participant deferral / active EE | $6,501 | $3,566+82.3% | $4,729+37.5% | $4,028+61.4% |
| Admin fee / account holder | $999 | $5,222-80.9% | $6,410-84.4% | $5,403-81.5% |