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 | $61,424 | $57,352+7.1% | $83,831-26.7% | $64,173-4.3% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.2pp | 69.6%+24.8pp |
| Annual return | -6.05% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,696 | $2,546+163.0% | $3,631+84.4% | $2,381+181.2% |
| Participant deferral / active EE | $1,628 | $2,993-45.6% | $4,082-60.1% | $3,470-53.1% |
| Admin fee / account holder | $6,454 | $4,046+59.5% | $5,479+17.8% | $4,887+32.0% |