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 | $82,352 | $106,115-22.4% | $85,969-4.2% | $125,389-34.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 76.5%+1.2pp | 83.2%-5.4pp |
| Annual return | -3.75% | 13.93%-17.7pp | 9.32%-13.1pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,395 | $4,537-69.3% | $3,474-59.9% | $4,866-71.3% |
| Participant deferral / active EE | $4,288 | $4,859-11.8% | $3,829+12.0% | $5,352-19.9% |
| Admin fee / account holder | $780 | $8,144-90.4% | $6,053-87.1% | $9,541-91.8% |