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 | $216,185 | $54,370+297.6% | $82,763+161.2% | $68,490+215.6% |
| Participation rate | 76.5% | 63.9%+12.5pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -17.93% | -13.67%-4.3pp | 702.45%-720.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,453 | $2,219-34.5% | $3,008-51.7% | $2,597-44.0% |
| Participant deferral / active EE | $6,763 | $3,247+108.3% | $4,395+53.9% | $4,028+67.9% |
| Admin fee / account holder | $1,564 | $4,398-64.4% | $5,325-70.6% | $5,403-71.0% |