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 | $57,894 | $69,977-17.3% | $108,582-46.7% | $62,881-7.9% |
| Participation rate | 74.2% | 72.9%+1.3pp | 79.6%-5.4pp | 69.3%+4.9pp |
| Annual return | 5.62% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,686 | $2,135-21.0% | $3,758-55.1% | $2,281-26.1% |
| Participant deferral / active EE | $3,269 | $3,165+3.3% | $4,311-24.2% | $3,203+2.1% |
| Admin fee / account holder | $18,686 | $5,076+268.1% | $7,645+144.4% | $4,296+335.0% |