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 | $238,645 | $167,362+42.6% | $143,799+66.0% | $134,532+77.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.23% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,527 | $5,620-37.2% | $4,952-28.8% | $4,741-25.6% |
| Participant deferral / active EE | $6,451 | $6,447+0.1% | $5,638+14.4% | $6,401+0.8% |
| Admin fee / account holder | $1,957 | $18,094-89.2% | $14,677-86.7% | $11,429-82.9% |