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 | $48,994 | $73,863-33.7% | $143,797-65.9% | $68,490-28.5% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.4pp | 67.9%+3.1pp |
| Annual return | -18.19% | 0.91%-19.1pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,731 | $3,185-14.3% | $4,952-44.9% | $2,597+5.2% |
| Participant deferral / active EE | $3,990 | $3,385+17.9% | $5,638-29.2% | $4,028-0.9% |
| Admin fee / account holder | $326 | $5,756-94.3% | $14,679-97.8% | $5,403-94.0% |