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 | $93,195 | $134,001-30.5% | $112,258-17.0% | $134,509-30.7% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -13.38% | 47.15%-60.5pp | 27.47%-40.9pp | 418.13%-431.5pp |
| Employer contribution / active EE | $10,652 | $4,039+163.7% | $3,636+193.0% | $4,741+124.7% |
| Participant deferral / active EE | $7,978 | $5,291+50.8% | $4,728+68.7% | $6,400+24.7% |
| Admin fee / account holder | $2,817 | $7,491-62.4% | $6,411-56.1% | $11,427-75.3% |