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 | $26,979 | $45,152-40.2% | $73,836-63.5% | $59,633-54.8% |
| Participation rate | 87.9% | 64.0%+23.9pp | 73.4%+14.5pp | 68.7%+19.3pp |
| Annual return | -0.74% | 27.40%-28.1pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,703 | $1,901+42.2% | $2,787-3.0% | $2,203+22.7% |
| Participant deferral / active EE | $2,294 | $2,573-10.8% | $3,583-36.0% | $3,192-28.1% |
| Admin fee / account holder | $1,634 | $3,515-53.5% | $4,882-66.5% | $4,297-62.0% |