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 | $26,211 | $77,816-66.3% | $123,552-78.8% | $64,173-59.2% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -3.33% | 12.49%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,288 | $3,014-57.3% | $4,628-72.2% | $2,381-45.9% |
| Participant deferral / active EE | $3,723 | $5,240-29.0% | $6,426-42.1% | $3,470+7.3% |
| Admin fee / account holder | $2,077 | $5,519-62.4% | $9,285-77.6% | $4,887-57.5% |