Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,349 | $82,674-76.6% | $125,381-84.6% | $68,486-71.7% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $4,728 | $3,382+39.8% | $4,815-1.8% | $2,597+82.1% |
| Participant deferral / active EE | $7,820 | $6,111+28.0% | $7,448+5.0% | $4,028+94.2% |
| Admin fee / account holder | $2,538 | $6,277-59.6% | $10,007-74.6% | $5,404-53.0% |