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 | $44,793 | $94,529-52.6% | $140,019-68.0% | $64,173-30.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -5.45% | 7.77%-13.2pp | 651.17%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,456 | $3,812-35.6% | $5,605-56.2% | $2,381+3.2% |
| Participant deferral / active EE | $4,153 | $5,250-20.9% | $6,927-40.0% | $3,470+19.7% |
| Admin fee / account holder | $350 | $6,741-94.8% | $10,705-96.7% | $4,887-92.8% |