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 | $80,454 | $72,404+11.1% | $110,243-27.0% | $64,173+25.4% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | -6.72% | -6.29%-0.4pp | 314.76%-321.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,026 | $2,282+76.5% | $3,827+5.2% | $2,381+69.1% |
| Participant deferral / active EE | $3,541 | $3,469+2.1% | $4,672-24.2% | $3,470+2.0% |
| Admin fee / account holder | $2,550 | $5,664-55.0% | $8,548-70.2% | $4,887-47.8% |