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 | $50,414 | $104,106-51.6% | $71,086-29.1% | $135,382-62.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -8.39% | 1256.30%-1264.7pp | 650.59%-659.0pp | 519.77%-528.2pp |
| Employer contribution / active EE | $925 | $1,485-37.7% | $1,088-15.0% | $4,779-80.6% |
| Participant deferral / active EE | $4,213 | $2,527+66.7% | $1,874+124.8% | $5,609-24.9% |
| Admin fee / account holder | $603 | $4,142-85.4% | $3,082-80.4% | $10,829-94.4% |