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 | $63,853 | $81,870-22.0% | $119,622-46.6% | $68,486-6.8% |
| Participation rate | 75.8% | 71.9%+3.9pp | 79.3%-3.5pp | 67.9%+7.9pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,180 | $2,692-19.0% | $4,232-48.5% | $2,597-16.1% |
| Participant deferral / active EE | $5,106 | $4,148+23.1% | $5,601-8.8% | $4,028+26.8% |
| Admin fee / account holder | $1,685 | $6,583-74.4% | $10,328-83.7% | $5,404-68.8% |