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 | $94,518 | $106,557-11.3% | $91,227+3.6% | $134,545-29.7% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.2%+0.5pp | 81.2%-7.5pp |
| Annual return | -20.69% | 160.81%-181.5pp | 114.14%-134.8pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,367 | $3,332-59.0% | $2,851-52.1% | $4,742-71.2% |
| Participant deferral / active EE | $3,048 | $4,719-35.4% | $4,234-28.0% | $6,401-52.4% |
| Admin fee / account holder | $2,467 | $6,235-60.4% | $5,423-54.5% | $11,431-78.4% |