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 | $84,438 | $59,111+42.8% | $86,451-2.3% | $68,490+23.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.58% | -0.22%-14.4pp | 4398.51%-4413.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $5,157 | $2,519+104.8% | $3,770+36.8% | $2,597+98.6% |
| Participant deferral / active EE | $6,678 | $5,900+13.2% | $6,953-4.0% | $4,028+65.8% |
| Admin fee / account holder | $4,088 | $5,640-27.5% | $6,734-39.3% | $5,403-24.3% |