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 | $186,039 | $142,392+30.7% | $119,622+55.5% | $134,532+38.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.70% | -12.46%-1.2pp | -14.98%+1.3pp | 418.27%-432.0pp |
| Employer contribution / active EE | $15,436 | $5,224+195.5% | $4,232+264.7% | $4,741+225.6% |
| Participant deferral / active EE | $11,666 | $6,467+80.4% | $5,601+108.3% | $6,401+82.2% |
| Admin fee / account holder | $29,229 | $13,593+115.0% | $10,328+183.0% | $11,429+155.8% |