Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,110 | $106,549-57.7% | $91,225-50.6% | $134,509-66.5% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -18.08% | 160.73%-178.8pp | 114.10%-132.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $3,077 | $3,331-7.7% | $2,851+7.9% | $4,741-35.1% |
| Participant deferral / active EE | $4,534 | $4,719-3.9% | $4,234+7.1% | $6,400-29.2% |
| Admin fee / account holder | $577 | $6,234-90.7% | $5,422-89.4% | $11,427-94.9% |