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 | $68,547 | $129,959-47.3% | $104,301-34.3% | $134,509-49.0% |
| Participation rate | 70.6% | 79.5%-8.9pp | 73.3%-2.7pp | 81.2%-10.6pp |
| Annual return | -16.17% | 42.04%-58.2pp | 24.61%-40.8pp | 418.13%-434.3pp |
| Employer contribution / active EE | $2,301 | $4,185-45.0% | $3,373-31.8% | $4,741-51.5% |
| Participant deferral / active EE | $5,971 | $5,589+6.8% | $4,626+29.1% | $6,400-6.7% |
| Admin fee / account holder | $26,132 | $9,325+180.2% | $7,340+256.0% | $11,427+128.7% |