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 | $73,411 | $73,839-0.6% | $143,788-48.9% | $68,495+7.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.31% | 1.01%-16.3pp | -0.03%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $10,362 | $3,184+225.4% | $4,952+109.3% | $2,596+299.1% |
| Participant deferral / active EE | $3,567 | $3,384+5.4% | $5,638-36.7% | $4,028-11.4% |
| Admin fee / account holder | $7,192 | $5,755+25.0% | $14,675-51.0% | $5,403+33.1% |