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 | $35,125 | $58,587-40.0% | $83,322-57.8% | $64,173-45.3% |
| Participation rate | 72.9% | 72.0%+0.9pp | 77.8%-4.8pp | 69.6%+3.4pp |
| Annual return | -5.68% | 9.65%-15.3pp | 10.64%-16.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,077 | $2,098-48.7% | $3,379-68.1% | $2,381-54.8% |
| Participant deferral / active EE | $3,761 | $4,654-19.2% | $5,565-32.4% | $3,470+8.4% |
| Admin fee / account holder | $3,075 | $9,279-66.9% | $7,540-59.2% | $4,887-37.1% |