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 | $221,154 | $100,811+119.4% | $86,698+155.1% | $134,545+64.4% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -8.75% | 29.11%-37.9pp | 35.96%-44.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $3,301 | $3,490-5.4% | $2,837+16.4% | $4,742-30.4% |
| Participant deferral / active EE | $9,518 | $5,339+78.3% | $4,656+104.4% | $6,401+48.7% |
| Admin fee / account holder | $703 | $10,926-93.6% | $7,492-90.6% | $11,431-93.9% |