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 | $34,283 | $190,862-82.0% | $159,991-78.6% | $134,509-74.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -20.16% | 552.59%-572.7pp | 408.82%-429.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,532 | $6,924-49.0% | $6,183-42.9% | $6,400-44.8% |
| Admin fee / account holder | $2,907 | $10,495-72.3% | $8,715-66.6% | $11,427-74.6% |