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 | $44,834 | $82,674-45.8% | $125,381-64.2% | $68,486-34.5% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.82% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,606 | $3,382+6.6% | $4,815-25.1% | $2,597+38.9% |
| Participant deferral / active EE | $8,883 | $6,111+45.4% | $7,448+19.3% | $4,028+120.6% |
| Admin fee / account holder | $4,575 | $6,277-27.1% | $10,007-54.3% | $5,404-15.3% |