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 | $39,049 | $167,352-76.7% | $143,788-72.8% | $134,509-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.47%-13.1pp | -0.03%-12.6pp | 418.13%-430.7pp |
| Employer contribution / active EE | $1,508 | $5,620-73.2% | $4,952-69.5% | $4,741-68.2% |
| Participant deferral / active EE | $8,809 | $6,447+36.6% | $5,638+56.2% | $6,400+37.6% |
| Admin fee / account holder | $23,536 | $18,091+30.1% | $14,675+60.4% | $11,427+106.0% |