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 | $72,309 | $167,352-56.8% | $143,788-49.7% | $134,509-46.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.53% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,876 | $5,620-48.8% | $4,952-41.9% | $4,741-39.3% |
| Participant deferral / active EE | $7,463 | $6,447+15.8% | $5,638+32.4% | $6,400+16.6% |
| Admin fee / account holder | $13,901 | $18,091-23.2% | $14,675-5.3% | $11,427+21.7% |