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 | $98,864 | $71,872+37.6% | $86,691+14.0% | $68,495+44.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.22% | 3.53%-11.8pp | 35.94%-44.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $4,261 | $2,173+96.1% | $2,837+50.2% | $2,596+64.1% |
| Participant deferral / active EE | $10,137 | $3,779+168.3% | $4,656+117.7% | $4,028+151.7% |
| Admin fee / account holder | $8,232 | $6,112+34.7% | $7,492+9.9% | $5,403+52.4% |