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 | $25,393 | $50,947-50.2% | $74,551-65.9% | $64,173-60.4% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | -2.02% | -1.85%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $3,462 | $1,115+210.4% | $1,961+76.6% | $2,381+45.4% |
| Participant deferral / active EE | $3,823 | $2,302+66.1% | $3,108+23.0% | $3,470+10.2% |
| Admin fee / account holder | $1,132 | $4,221-73.2% | $5,059-77.6% | $4,887-76.8% |