Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,472 | $142,392-73.7% | $119,622-68.7% | $134,532-72.1% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -14.19% | -12.46%-1.7pp | -14.98%+0.8pp | 418.27%-432.5pp |
| Employer contribution / active EE | $3,443 | $5,224-34.1% | $4,232-18.6% | $4,741-27.4% |
| Participant deferral / active EE | $4,435 | $6,467-31.4% | $5,601-20.8% | $6,401-30.7% |
| Admin fee / account holder | $3,520 | $13,593-74.1% | $10,328-65.9% | $11,429-69.2% |