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 | $59,685 | $45,872+30.1% | $77,100-22.6% | $68,490-12.9% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -18.75% | 1.73%-20.5pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,589 | $1,650-3.7% | $2,815-43.5% | $2,597-38.8% |
| Participant deferral / active EE | $3,630 | $2,963+22.5% | $4,430-18.0% | $4,028-9.9% |
| Admin fee / account holder | $2,343 | $3,041-23.0% | $5,443-57.0% | $5,403-56.6% |