Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,954 | $152,591-77.7% | $117,529-71.1% | $134,545-74.8% |
| Participation rate | 87.0% | 77.1%+9.8pp | 70.6%+16.4pp | 81.2%+5.7pp |
| Annual return | -7.89% | 53.04%-60.9pp | 29.77%-37.7pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,249 | $5,576-77.6% | $4,179-70.1% | $4,742-73.7% |
| Participant deferral / active EE | $4,764 | $4,821-1.2% | $4,072+17.0% | $6,401-25.6% |
| Admin fee / account holder | $3,586 | $7,004-48.8% | $5,645-36.5% | $11,431-68.6% |