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 | $55,974 | $45,872+22.0% | $77,096-27.4% | $68,486-18.3% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -12.32% | 1.73%-14.0pp | 42.35%-54.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $3,502 | $1,650+112.3% | $2,814+24.4% | $2,597+34.9% |
| Participant deferral / active EE | $5,491 | $2,963+85.3% | $4,429+24.0% | $4,028+36.3% |
| Admin fee / account holder | $47,433 | $3,041+1459.7% | $5,428+773.8% | $5,404+777.8% |