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 | $33,197 | $42,910-22.6% | $60,919-45.5% | $68,490-51.5% |
| Participation rate | 81.7% | 66.8%+14.9pp | 73.1%+8.6pp | 67.9%+13.8pp |
| Annual return | -11.42% | -13.99%+2.6pp | 16.96%-28.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $2,349 | $1,978+18.7% | $2,704-13.1% | $2,597-9.6% |
| Participant deferral / active EE | $2,663 | $2,866-7.1% | $3,814-30.2% | $4,028-33.9% |
| Admin fee / account holder | $3,991 | $3,104+28.6% | $3,228+23.7% | $5,403-26.1% |