Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,075 | $190,879-70.6% | $160,009-65.0% | $134,532-58.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -18.95% | 552.63%-571.6pp | 408.85%-427.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,200 | $4,995-76.0% | $4,225-71.6% | $4,741-74.7% |
| Participant deferral / active EE | $11,375 | $6,924+64.3% | $6,183+84.0% | $6,401+77.7% |
| Admin fee / account holder | $2,200 | $10,495-79.0% | $8,715-74.8% | $11,429-80.7% |