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 | $35,083 | $138,102-74.6% | $125,381-72.0% | $134,532-73.9% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -16.59% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,885 | $5,245+50.3% | $4,815+63.7% | $4,741+66.3% |
| Participant deferral / active EE | $6,952 | $7,801-10.9% | $7,448-6.7% | $6,401+8.6% |
| Admin fee / account holder | $4,459 | $11,568-61.5% | $10,007-55.4% | $11,429-61.0% |