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 | $61,192 | $138,076-55.7% | $123,553-50.5% | $135,380-54.8% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -3.09% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,348 | $5,152-73.8% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,592 | $6,800-61.9% | $6,426-59.7% | $5,609-53.8% |
| Admin fee / account holder | $14,465 | $10,917+32.5% | $9,284+55.8% | $10,828+33.6% |