Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,368 | $67,602-56.6% | $82,312-64.3% | $70,126-58.1% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 14.22% | 21.57%-7.3pp | 25.88%-11.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $627 | $1,755-64.3% | $2,428-74.2% | $2,343-73.2% |
| Participant deferral / active EE | $1,721 | $2,987-42.4% | $3,706-53.6% | $3,332-48.3% |
| Admin fee / account holder | $534 | $4,512-88.2% | $5,608-90.5% | $4,645-88.5% |