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 | $72,715 | $59,107+23.0% | $86,439-15.9% | $68,495+6.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -14.32% | -0.23%-14.1pp | 4395.55%-4409.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,950 | $2,519+17.1% | $3,769-21.7% | $2,596+13.6% |
| Participant deferral / active EE | $6,079 | $5,901+3.0% | $6,952-12.6% | $4,028+50.9% |
| Admin fee / account holder | $3,204 | $5,637-43.2% | $6,732-52.4% | $5,403-40.7% |