Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,692 | $100,811-63.6% | $86,698-57.7% | $134,545-72.7% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -17.78% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,047 | $3,490-12.7% | $2,837+7.4% | $4,742-35.7% |
| Participant deferral / active EE | $9,467 | $5,339+77.3% | $4,656+103.3% | $6,401+47.9% |
| Admin fee / account holder | $403 | $10,926-96.3% | $7,492-94.6% | $11,431-96.5% |