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 | $41,188 | $138,114-70.2% | $125,391-67.2% | $134,545-69.4% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,021 | $5,246-61.5% | $4,816-58.0% | $4,742-57.4% |
| Participant deferral / active EE | $6,350 | $7,801-18.6% | $7,448-14.7% | $6,401-0.8% |
| Admin fee / account holder | $957 | $11,570-91.7% | $10,009-90.4% | $11,431-91.6% |