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 | $50,502 | $75,962-33.5% | $154,108-67.2% | $64,173-21.3% |
| Participation rate | 75.7% | 70.4%+5.3pp | 83.0%-7.4pp | 69.6%+6.1pp |
| Annual return | -7.38% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,398 | $3,350-28.4% | $5,298-54.7% | $2,381+0.7% |
| Participant deferral / active EE | $3,789 | $3,175+19.3% | $5,081-25.4% | $3,470+9.2% |
| Admin fee / account holder | $16,279 | $5,589+191.3% | $13,411+21.4% | $4,887+233.1% |