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 | $145,423 | $85,790+69.5% | $67,313+116.0% | $135,379+7.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.75% | -0.54%-3.2pp | -4.08%+0.3pp | 519.79%-523.5pp |
| Employer contribution / active EE | $9,899 | $3,487+183.9% | $2,566+285.8% | $4,779+107.1% |
| Participant deferral / active EE | $5,891 | $4,651+26.7% | $3,568+65.1% | $5,609+5.0% |
| Admin fee / account holder | $1,062 | $6,392-83.4% | $4,507-76.4% | $10,828-90.2% |