Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,545 | $60,989-10.6% | $60,906-10.4% | $66,938-18.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -12.21% | -9.60%-2.6pp | 16.94%-29.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,863 | $2,661-30.0% | $2,703-31.1% | $2,545-26.8% |
| Participant deferral / active EE | $2,638 | $3,615-27.0% | $3,814-30.8% | $4,238-37.8% |
| Admin fee / account holder | $5,282 | $338+1460.6% | $3,227+63.7% | $594+790.0% |