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 | $38,989 | $142,392-72.6% | $119,622-67.4% | $134,532-71.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -15.57% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,054 | $5,224-22.4% | $4,232-4.2% | $4,741-14.5% |
| Participant deferral / active EE | $4,604 | $6,467-28.8% | $5,601-17.8% | $6,401-28.1% |
| Admin fee / account holder | $327 | $13,593-97.6% | $10,328-96.8% | $11,429-97.1% |