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 | $32,180 | $67,602-52.4% | $82,312-60.9% | $70,126-54.1% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 16.85% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $706 | $1,755-59.8% | $2,428-70.9% | $2,343-69.9% |
| Participant deferral / active EE | $1,671 | $2,987-44.1% | $3,706-54.9% | $3,332-49.8% |
| Admin fee / account holder | $996 | $4,512-77.9% | $5,608-82.2% | $4,645-78.6% |