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 | $124,140 | $95,915+29.4% | $79,580+56.0% | $134,532-7.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -14.49% | -2.71%-11.8pp | 0.15%-14.6pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,596 | $3,129-17.0% | $2,413+7.6% | $4,741-45.2% |
| Participant deferral / active EE | $5,207 | $4,693+10.9% | $3,985+30.7% | $6,401-18.6% |
| Admin fee / account holder | $1,009 | $9,132-88.9% | $6,835-85.2% | $11,429-91.2% |