Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,114 | $92,743-81.5% | $82,744-79.3% | $134,532-87.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.88% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,286 | $3,273-60.7% | $3,008-57.3% | $4,741-72.9% |
| Participant deferral / active EE | $1,783 | $4,802-62.9% | $4,395-59.4% | $6,401-72.1% |
| Admin fee / account holder | $1,628 | $5,977-72.8% | $5,325-69.4% | $11,429-85.8% |