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 | $68,254 | $71,873-5.0% | $86,698-21.3% | $68,490-0.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.72% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,027 | $2,173+131.3% | $2,837+77.2% | $2,597+93.6% |
| Participant deferral / active EE | $5,192 | $3,779+37.4% | $4,656+11.5% | $4,028+28.9% |
| Admin fee / account holder | $1,565 | $6,110-74.4% | $7,492-79.1% | $5,403-71.0% |