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 | $16,916 | $67,396-74.9% | $60,919-72.2% | $134,545-87.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.1%+20.6pp | 81.2%+12.5pp |
| Annual return | -12.47% | 50.12%-62.6pp | 16.96%-29.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $2,343 | $3,101-24.5% | $2,704-13.4% | $4,742-50.6% |
| Participant deferral / active EE | $3,903 | $4,534-13.9% | $3,814+2.3% | $6,401-39.0% |
| Admin fee / account holder | $467 | $4,590-89.8% | $3,228-85.5% | $11,431-95.9% |