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 | $117,992 | $167,522-29.6% | $151,639-22.2% | $134,532-12.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -13.25% | 7.81%-21.1pp | 3.34%-16.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,898 | $6,828-57.6% | $6,165-53.0% | $4,741-38.9% |
| Participant deferral / active EE | $9,491 | $8,986+5.6% | $8,363+13.5% | $6,401+48.3% |
| Admin fee / account holder | $94,201 | $13,780+583.6% | $11,613+711.2% | $11,429+724.3% |