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 | $84,080 | $69,012+21.8% | $160,009-47.5% | $68,486+22.8% |
| Participation rate | 90.7% | 65.4%+25.3pp | 78.0%+12.7pp | 67.9%+22.8pp |
| Annual return | -18.94% | -9.65%-9.3pp | 408.85%-427.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $5,577 | $2,212+152.1% | $4,225+32.0% | $2,597+114.8% |
| Participant deferral / active EE | $4,853 | $4,212+15.2% | $6,183-21.5% | $4,028+20.5% |
| Admin fee / account holder | $2,277 | $4,798-52.6% | $8,715-73.9% | $5,404-57.9% |