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 | $32,187 | $158,852-79.7% | $121,220-73.4% | $135,379-76.2% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | -9.02% | -0.64%-8.4pp | 16.94%-26.0pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,450 | $5,666-56.8% | $4,023-39.1% | $4,779-48.7% |
| Participant deferral / active EE | $6,159 | $4,006+53.8% | $3,345+84.1% | $5,609+9.8% |
| Admin fee / account holder | $1,592 | $6,515-75.6% | $5,021-68.3% | $10,828-85.3% |