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 | $62,721 | $73,009-14.1% | $90,756-30.9% | $68,495-8.4% |
| Participation rate | 98.8% | 70.8%+27.9pp | 75.7%+23.1pp | 67.9%+30.9pp |
| Annual return | 0.23% | -13.81%+14.0pp | -12.16%+12.4pp | -7.84%+8.1pp |
| Employer contribution / active EE | $1,496 | $2,193-31.8% | $2,922-48.8% | $2,596-42.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,667 | $5,896-71.7% | $8,445-80.3% | $5,403-69.1% |