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 | $56,347 | $42,910+31.3% | $60,919-7.5% | $68,490-17.7% |
| Participation rate | 84.4% | 66.8%+17.6pp | 73.1%+11.3pp | 67.9%+16.5pp |
| Annual return | -11.67% | -13.99%+2.3pp | 16.96%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,563 | $1,978-21.0% | $2,704-42.2% | $2,597-39.8% |
| Participant deferral / active EE | $3,905 | $2,866+36.3% | $3,814+2.4% | $4,028-3.0% |
| Admin fee / account holder | $8,827 | $3,104+184.3% | $3,228+173.5% | $5,403+63.4% |