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 | $49,245 | $152,591-67.7% | $117,529-58.1% | $134,545-63.4% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -13.68% | 53.04%-66.7pp | 29.77%-43.5pp | 418.37%-432.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,543 | $4,821+97.9% | $4,072+134.3% | $6,401+49.1% |
| Admin fee / account holder | $392 | $7,004-94.4% | $5,645-93.0% | $11,431-96.6% |