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 | $174,326 | $99,644+74.9% | $86,438+101.7% | $134,532+29.6% |
| Participation rate | 76.5% | 82.1%-5.6pp | 80.3%-3.9pp | 81.2%-4.8pp |
| Annual return | -18.61% | 6787.26%-6805.9pp | 4397.19%-4415.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,685 | $4,402-39.0% | $3,769-28.8% | $4,741-43.4% |
| Participant deferral / active EE | $7,175 | $7,247-1.0% | $6,952+3.2% | $6,401+12.1% |
| Admin fee / account holder | $49,393 | $8,375+489.8% | $6,733+633.6% | $11,429+332.2% |