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 | $132,543 | $73,863+79.4% | $143,797-7.8% | $68,490+93.5% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -17.07% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,935 | $3,185-39.2% | $4,952-60.9% | $2,597-25.5% |
| Participant deferral / active EE | $5,738 | $3,385+69.5% | $5,638+1.8% | $4,028+42.5% |
| Admin fee / account holder | $4,782 | $5,756-16.9% | $14,679-67.4% | $5,403-11.5% |