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 | $99,613 | $133,998-25.7% | $112,263-11.3% | $134,545-26.0% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -18.65% | 47.17%-65.8pp | 27.49%-46.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,104 | $4,040+1.6% | $3,636+12.9% | $4,742-13.5% |
| Participant deferral / active EE | $4,306 | $5,292-18.6% | $4,729-8.9% | $6,401-32.7% |
| Admin fee / account holder | $1,847 | $7,493-75.4% | $6,410-71.2% | $11,431-83.8% |