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 | $199,769 | $113,941+75.3% | $94,229+112.0% | $125,389+59.3% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -1.62% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $3,330 | $4,727-29.6% | $3,587-7.2% | $4,866-31.6% |
| Participant deferral / active EE | $6,530 | $5,179+26.1% | $4,320+51.2% | $5,352+22.0% |
| Admin fee / account holder | $1,994 | $8,392-76.2% | $6,269-68.2% | $9,541-79.1% |