Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,255 | $82,678+14.0% | $125,391-24.8% | $68,490+37.6% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.41%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,998 | $3,382-11.4% | $4,816-37.7% | $2,597+15.4% |
| Participant deferral / active EE | $6,386 | $6,111+4.5% | $7,448-14.3% | $4,028+58.6% |
| Admin fee / account holder | $3,280 | $6,277-47.7% | $10,009-67.2% | $5,403-39.3% |