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 | $105,941 | $82,678+28.1% | $125,391-15.5% | $68,490+54.7% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,557 | $3,382+5.2% | $4,816-26.1% | $2,597+37.0% |
| Participant deferral / active EE | $8,177 | $6,111+33.8% | $7,448+9.8% | $4,028+103.0% |
| Admin fee / account holder | $41,664 | $6,277+563.7% | $10,009+316.3% | $5,403+671.2% |