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 | $57,346 | $86,692-33.9% | $119,634-52.1% | $66,949-14.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.99% | -8.00%-7.0pp | -14.98%0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,916 | $2,536+15.0% | $4,232-31.1% | $2,545+14.6% |
| Participant deferral / active EE | $5,495 | $4,360+26.0% | $5,601-1.9% | $4,239+29.6% |
| Admin fee / account holder | $2,430 | $755+221.8% | $10,329-76.5% | $594+309.3% |