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 | $88,925 | $133,998-33.6% | $112,263-20.8% | $134,545-33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.37% | 47.17%-60.5pp | 27.49%-40.9pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,695 | $4,040-58.0% | $3,636-53.4% | $4,742-64.2% |
| Participant deferral / active EE | $6,218 | $5,292+17.5% | $4,729+31.5% | $6,401-2.9% |
| Admin fee / account holder | $2,472 | $7,493-67.0% | $6,410-61.4% | $11,431-78.4% |