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 | $97,979 | $142,361-31.2% | $119,608-18.1% | $134,509-27.2% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -17.66% | -12.46%-5.2pp | -14.98%-2.7pp | 418.13%-435.8pp |
| Employer contribution / active EE | $3,089 | $5,224-40.9% | $4,232-27.0% | $4,741-34.8% |
| Participant deferral / active EE | $5,070 | $6,468-21.6% | $5,601-9.5% | $6,400-20.8% |
| Admin fee / account holder | $860 | $13,588-93.7% | $10,326-91.7% | $11,427-92.5% |