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 | $52,244 | $54,357-3.9% | $82,706-36.8% | $68,495-23.7% |
| Participation rate | 89.4% | 63.9%+25.4pp | 72.6%+16.8pp | 67.9%+21.5pp |
| Annual return | -18.46% | -13.67%-4.8pp | 701.76%-720.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $6,105 | $2,218+175.2% | $3,007+103.0% | $2,596+135.1% |
| Participant deferral / active EE | $8,654 | $3,246+166.6% | $4,394+97.0% | $4,028+114.9% |
| Admin fee / account holder | $3,154 | $4,396-28.2% | $5,329-40.8% | $5,403-41.6% |