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 | $15,749 | $67,372-76.6% | $60,906-74.1% | $134,532-88.3% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -10.96% | 50.05%-61.0pp | 16.94%-27.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $3,236 | $3,099+4.4% | $2,703+19.7% | $4,741-31.7% |
| Participant deferral / active EE | $2,417 | $4,532-46.7% | $3,814-36.6% | $6,401-62.2% |
| Admin fee / account holder | $354 | $4,588-92.3% | $3,227-89.0% | $11,429-96.9% |