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 | $61,558 | $42,383+45.2% | $76,518-19.6% | $64,173-4.1% |
| Participation rate | 93.8% | 58.1%+35.7pp | 68.0%+25.8pp | 69.6%+24.3pp |
| Annual return | -4.82% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,111 | $1,563+99.0% | $2,647+17.5% | $2,381+30.7% |
| Participant deferral / active EE | $3,858 | $2,566+50.3% | $3,836+0.6% | $3,470+11.2% |
| Admin fee / account holder | $1,673 | $3,198-47.7% | $4,849-65.5% | $4,887-65.8% |