Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $125,047 | $100,811+24.0% | $86,698+44.2% | $134,545-7.1% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -17.12% | 29.11%-46.2pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,810 | $3,490-19.5% | $2,837-0.9% | $4,742-40.7% |
| Participant deferral / active EE | $4,451 | $5,339-16.6% | $4,656-4.4% | $6,401-30.5% |
| Admin fee / account holder | $1,112 | $10,926-89.8% | $7,492-85.2% | $11,431-90.3% |