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 | $24,871 | $44,221-43.8% | $121,220-79.5% | $56,289-55.8% |
| Participation rate | 79.4% | 61.1%+18.4pp | 71.8%+7.7pp | 69.9%+9.6pp |
| Annual return | -7.23% | -3.58%-3.6pp | 16.94%-24.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,379 | $1,480-6.8% | $4,023-65.7% | $2,111-34.7% |
| Participant deferral / active EE | $1,939 | $2,521-23.1% | $3,345-42.1% | $3,350-42.1% |
| Admin fee / account holder | $449 | $480-6.6% | $5,021-91.1% | $521-13.9% |