Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,175 | $53,162-35.7% | $91,225-62.5% | $68,495-50.1% |
| Participation rate | 77.3% | 63.2%+14.1pp | 73.2%+4.1pp | 67.9%+9.4pp |
| Annual return | -16.79% | -3.14%-13.7pp | 114.10%-130.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $456 | $1,709-73.3% | $2,851-84.0% | $2,596-82.4% |
| Participant deferral / active EE | $2,608 | $2,974-12.3% | $4,234-38.4% | $4,028-35.2% |
| Admin fee / account holder | $632 | $4,493-85.9% | $5,422-88.3% | $5,403-88.3% |