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 | $37,930 | $67,372-43.7% | $60,906-37.7% | $134,532-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.07% | 50.05%-62.1pp | 16.94%-29.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,877 | $3,099-7.2% | $2,703+6.4% | $4,741-39.3% |
| Participant deferral / active EE | $6,751 | $4,532+48.9% | $3,814+77.0% | $6,401+5.5% |
| Admin fee / account holder | $698 | $4,588-84.8% | $3,227-78.4% | $11,429-93.9% |