Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,131 | $81,870-43.7% | $119,608-61.4% | $68,495-32.7% |
| Participation rate | 89.2% | 71.9%+17.3pp | 79.3%+10.0pp | 67.9%+21.3pp |
| Annual return | 67.13% | -23.82%+90.9pp | -14.98%+82.1pp | -7.84%+75.0pp |
| Employer contribution / active EE | $6,047 | $2,692+124.7% | $4,232+42.9% | $2,596+132.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,236 | $6,583-66.0% | $10,326-78.3% | $5,403-58.6% |