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 | $78,805 | $138,072-42.9% | $123,549-36.2% | $135,382-41.8% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -4.06% | 153.69%-157.8pp | 119.20%-123.3pp | 519.77%-523.8pp |
| Employer contribution / active EE | $3,009 | $5,152-41.6% | $4,628-35.0% | $4,779-37.0% |
| Participant deferral / active EE | $5,727 | $6,799-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $1,904 | $10,917-82.6% | $9,284-79.5% | $10,829-82.4% |