Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $206,657 | $95,975+115.3% | $74,549+177.2% | $135,379+52.7% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -0.98% | 56.96%-57.9pp | 32.53%-33.5pp | 519.79%-520.8pp |
| Employer contribution / active EE | $1,553 | $2,716-42.8% | $1,961-20.8% | $4,779-67.5% |
| Participant deferral / active EE | $4,042 | $3,844+5.2% | $3,108+30.0% | $5,609-27.9% |
| Admin fee / account holder | $8,662 | $6,522+32.8% | $5,059+71.2% | $10,828-20.0% |