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 | $54,137 | $59,819-9.5% | $79,583-32.0% | $68,490-21.0% |
| Participation rate | 82.9% | 61.1%+21.9pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -17.89% | -12.30%-5.6pp | 0.16%-18.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,715 | $1,505+13.9% | $2,414-28.9% | $2,597-33.9% |
| Participant deferral / active EE | $3,857 | $3,025+27.5% | $3,986-3.2% | $4,028-4.2% |
| Admin fee / account holder | $3,511 | $4,835-27.4% | $6,835-48.6% | $5,403-35.0% |