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 | $55,268 | $49,280+12.2% | $67,313-17.9% | $64,181-13.9% |
| Participation rate | 87.1% | 60.8%+26.3pp | 69.1%+18.0pp | 69.6%+17.5pp |
| Annual return | -5.42% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,257 | $1,668+35.3% | $2,566-12.0% | $2,381-5.2% |
| Participant deferral / active EE | $4,647 | $2,484+87.1% | $3,568+30.2% | $3,470+33.9% |
| Admin fee / account holder | $1,509 | $3,863-60.9% | $4,507-66.5% | $4,887-69.1% |