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 | $204,063 | $105,866+92.8% | $90,766+124.8% | $134,545+51.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.13% | -10.99%-8.1pp | -12.16%-7.0pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,752 | $3,464+8.3% | $2,922+28.4% | $4,742-20.9% |
| Participant deferral / active EE | $6,610 | $5,217+26.7% | $4,565+44.8% | $6,401+3.3% |
| Admin fee / account holder | $3,075 | $13,938-77.9% | $8,446-63.6% | $11,431-73.1% |