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 | $50,802 | $190,916-73.4% | $160,037-68.3% | $134,545-62.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.0%+6.6pp | 81.2%+3.4pp |
| Annual return | -15.50% | 552.79%-568.3pp | 408.95%-424.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $6,298 | $4,996+26.1% | $4,226+49.0% | $4,742+32.8% |
| Participant deferral / active EE | $3,362 | $6,925-51.4% | $6,184-45.6% | $6,401-47.5% |
| Admin fee / account holder | $7,293 | $10,497-30.5% | $8,716-16.3% | $11,431-36.2% |