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 | $46,158 | $92,219-49.9% | $76,767-39.9% | $135,380-65.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | 5.46%-10.4pp | 2.43%-7.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $5,073 | $3,216+57.8% | $2,485+104.1% | $4,779+6.2% |
| Participant deferral / active EE | $3,488 | $4,508-22.6% | $3,852-9.5% | $5,609-37.8% |
| Admin fee / account holder | $12,164 | $10,749+13.2% | $6,675+82.2% | $10,828+12.3% |