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 | $53,562 | $138,114-61.2% | $125,391-57.3% | $134,545-60.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -16.49% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,700 | $5,246-67.6% | $4,816-64.7% | $4,742-64.1% |
| Participant deferral / active EE | $4,414 | $7,801-43.4% | $7,448-40.7% | $6,401-31.1% |
| Admin fee / account holder | $7,486 | $11,570-35.3% | $10,009-25.2% | $11,431-34.5% |