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 | $160,223 | $73,863+116.9% | $143,797+11.4% | $68,490+133.9% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -15.51% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,753 | $3,185+112.0% | $4,952+36.4% | $2,597+160.1% |
| Participant deferral / active EE | $6,364 | $3,385+88.0% | $5,638+12.9% | $4,028+58.0% |
| Admin fee / account holder | $24,828 | $5,756+331.3% | $14,679+69.1% | $5,403+359.5% |