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 | $166,277 | $64,729+156.9% | $112,263+48.1% | $68,490+142.8% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.49%-45.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,284 | $2,746-16.8% | $3,636-37.2% | $2,597-12.1% |
| Participant deferral / active EE | $3,999 | $3,566+12.2% | $4,729-15.4% | $4,028-0.7% |
| Admin fee / account holder | $11,998 | $5,222+129.8% | $6,410+87.2% | $5,403+122.1% |