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 | $30,815 | $73,863-58.3% | $143,797-78.6% | $68,490-55.0% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -18.34% | 0.91%-19.3pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,418 | $3,185-55.5% | $4,952-71.4% | $2,597-45.4% |
| Participant deferral / active EE | $3,314 | $3,385-2.1% | $5,638-41.2% | $4,028-17.7% |
| Admin fee / account holder | $1,968 | $5,756-65.8% | $14,679-86.6% | $5,403-63.6% |