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 | $140,600 | $138,076+1.8% | $123,553+13.8% | $135,380+3.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.39% | 153.70%-156.1pp | 119.21%-121.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,445 | $5,152-71.9% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $2,525 | $6,800-62.9% | $6,426-60.7% | $5,609-55.0% |
| Admin fee / account holder | $5,683 | $10,917-47.9% | $9,284-38.8% | $10,828-47.5% |