Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $141,892 | $94,529+50.1% | $140,019+1.3% | $64,173+121.1% |
| Participation rate | 84.1% | 84.1%0pp | 87.5%-3.4pp | 69.6%+14.5pp |
| Annual return | -7.09% | 7.77%-14.9pp | 651.17%-658.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,496 | $3,812-60.8% | $5,605-73.3% | $2,381-37.2% |
| Participant deferral / active EE | $13,099 | $5,250+149.5% | $6,927+89.1% | $3,470+277.5% |
| Admin fee / account holder | $9,680 | $6,741+43.6% | $10,705-9.6% | $4,887+98.1% |