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 | $149,552 | $100,805+48.4% | $86,698+72.5% | $134,532+11.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.03% | 29.09%-47.1pp | 35.95%-54.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,119 | $3,490-39.3% | $2,837-25.3% | $4,741-55.3% |
| Participant deferral / active EE | $10,352 | $5,339+93.9% | $4,656+122.3% | $6,401+61.7% |
| Admin fee / account holder | $32,197 | $10,925+194.7% | $7,493+329.7% | $11,429+181.7% |