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 | $23,832 | $49,280-51.6% | $67,313-64.6% | $64,181-62.9% |
| Participation rate | 87.1% | 60.8%+26.3pp | 69.1%+18.0pp | 69.6%+17.5pp |
| Annual return | -2.45% | -1.39%-1.1pp | -4.08%+1.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,157 | $1,668+89.2% | $2,566+23.0% | $2,381+32.6% |
| Participant deferral / active EE | $5,863 | $2,484+136.0% | $3,568+64.3% | $3,470+69.0% |
| Admin fee / account holder | $2,156 | $3,863-44.2% | $4,507-52.2% | $4,887-55.9% |