Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,919 | $167,353-59.4% | $143,797-52.8% | $134,545-49.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.35% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,289 | $5,620-59.3% | $4,952-53.8% | $4,742-51.7% |
| Participant deferral / active EE | $8,349 | $6,447+29.5% | $5,638+48.1% | $6,401+30.4% |
| Admin fee / account holder | $959 | $18,096-94.7% | $14,679-93.5% | $11,431-91.6% |