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 | $102,986 | $180,459-42.9% | $154,108-33.2% | $135,380-23.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -4.47% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $5,860 | $6,035-2.9% | $5,298+10.6% | $4,779+22.6% |
| Participant deferral / active EE | $6,285 | $5,806+8.2% | $5,081+23.7% | $5,609+12.0% |
| Admin fee / account holder | $1,215 | $16,145-92.5% | $13,411-90.9% | $10,828-88.8% |