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 | $36,101 | $72,404-50.1% | $110,243-67.3% | $64,173-43.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.1pp |
| Annual return | -6.98% | -6.29%-0.7pp | 314.76%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,743 | $2,282+107.9% | $3,827+23.9% | $2,381+99.2% |
| Participant deferral / active EE | $3,251 | $3,469-6.3% | $4,672-30.4% | $3,470-6.3% |
| Admin fee / account holder | $1,565 | $5,664-72.4% | $8,548-81.7% | $4,887-68.0% |