Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $69,037 | $75,935-9.1% | $60,547+14.0% | $125,389-44.9% |
| Participation rate | 90.0% | 76.5%+13.5pp | 68.0%+22.0pp | 83.2%+6.8pp |
| Annual return | -0.66% | -5.38%+4.7pp | 335.64%-336.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $6,102 | $3,438+77.5% | $2,419+152.2% | $4,866+25.4% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,913 | $6,768-42.2% | $4,536-13.7% | $9,541-59.0% |