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 | $90,249 | $167,353-46.1% | $143,797-37.2% | $134,545-32.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -12.65% | 0.48%-13.1pp | -0.04%-12.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $11,837 | $5,620+110.6% | $4,952+139.0% | $4,742+149.6% |
| Participant deferral / active EE | $6,269 | $6,447-2.8% | $5,638+11.2% | $6,401-2.1% |
| Admin fee / account holder | $5,653 | $18,096-68.8% | $14,679-61.5% | $11,431-50.5% |