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 | $29,283 | $138,076-78.8% | $123,553-76.3% | $135,380-78.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.80% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,814 | $5,152-64.8% | $4,628-60.8% | $4,779-62.0% |
| Participant deferral / active EE | $5,357 | $6,800-21.2% | $6,426-16.6% | $5,609-4.5% |
| Admin fee / account holder | $6,667 | $10,917-38.9% | $9,284-28.2% | $10,828-38.4% |