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 | $114,922 | $82,630+39.1% | $64,105+79.3% | $125,389-8.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -2.48% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,116 | $2,671+129.0% | $1,820+236.1% | $4,866+25.7% |
| Participant deferral / active EE | $8,391 | $3,608+132.5% | $2,822+197.4% | $5,352+56.8% |
| Admin fee / account holder | $1,148 | $6,382-82.0% | $4,499-74.5% | $9,541-88.0% |