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 | $162,792 | $82,678+96.9% | $125,391+29.8% | $68,490+137.7% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -8.00% | -5.97%-2.0pp | 572.41%-580.4pp | -7.85%-0.1pp |
| Employer contribution / active EE | $3,914 | $3,382+15.7% | $4,816-18.7% | $2,597+50.7% |
| Participant deferral / active EE | $6,598 | $6,111+8.0% | $7,448-11.4% | $4,028+63.8% |
| Admin fee / account holder | $22,430 | $6,277+257.3% | $10,009+124.1% | $5,403+315.1% |