Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,593 | $138,114-67.0% | $125,391-63.6% | $134,545-66.1% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -18.84% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $9,813 | $5,246+87.1% | $4,816+103.8% | $4,742+107.0% |
| Participant deferral / active EE | $4,557 | $7,801-41.6% | $7,448-38.8% | $6,401-28.8% |
| Admin fee / account holder | $542 | $11,570-95.3% | $10,009-94.6% | $11,431-95.3% |