Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,172 | $134,001-74.5% | $112,258-69.6% | $134,509-74.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -7.65% | 47.15%-54.8pp | 27.47%-35.1pp | 418.13%-425.8pp |
| Employer contribution / active EE | $2,505 | $4,039-38.0% | $3,636-31.1% | $4,741-47.2% |
| Participant deferral / active EE | $5,212 | $5,291-1.5% | $4,728+10.2% | $6,400-18.6% |
| Admin fee / account holder | $522 | $7,491-93.0% | $6,411-91.9% | $11,427-95.4% |