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 | $120,404 | $105,866+13.7% | $90,766+32.7% | $134,545-10.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.70% | -10.99%+8.3pp | -12.16%+9.5pp | 418.37%-421.1pp |
| Employer contribution / active EE | $16,173 | $3,464+366.9% | $2,922+453.5% | $4,742+241.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,107 | $13,938-56.2% | $8,446-27.7% | $11,431-46.6% |