Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $79,067 | $129,959-39.2% | $104,301-24.2% | $134,532-41.2% |
| Participation rate | 95.8% | 79.5%+16.3pp | 73.3%+22.6pp | 81.2%+14.6pp |
| Annual return | -17.30% | 42.04%-59.3pp | 24.61%-41.9pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,701 | $4,185-59.4% | $3,373-49.6% | $4,741-64.1% |
| Participant deferral / active EE | $2,596 | $5,589-53.6% | $4,626-43.9% | $6,401-59.5% |
| Admin fee / account holder | $3,822 | $9,325-59.0% | $7,340-47.9% | $11,429-66.6% |