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 | $86,957 | $82,678+5.2% | $125,391-30.7% | $68,490+27.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.63% | -5.97%-7.7pp | 572.41%-586.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $7,596 | $3,382+124.6% | $4,816+57.7% | $2,597+192.5% |
| Participant deferral / active EE | $3,051 | $6,111-50.1% | $7,448-59.0% | $4,028-24.2% |
| Admin fee / account holder | $6,225 | $6,277-0.8% | $10,009-37.8% | $5,403+15.2% |