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 | $64,517 | $78,694-18.0% | $67,652-4.6% | $125,389-48.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.90% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,821 | $3,044-7.3% | $2,266+24.5% | $4,866-42.0% |
| Participant deferral / active EE | $7,148 | $4,292+66.5% | $3,560+100.8% | $5,352+33.6% |
| Admin fee / account holder | $3,149 | $7,403-57.5% | $4,821-34.7% | $9,541-67.0% |