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 | $37,283 | $167,352-77.7% | $143,788-74.1% | $134,509-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.06% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $3,485 | $5,620-38.0% | $4,952-29.6% | $4,741-26.5% |
| Participant deferral / active EE | $5,739 | $6,447-11.0% | $5,638+1.8% | $6,400-10.3% |
| Admin fee / account holder | $590 | $18,091-96.7% | $14,675-96.0% | $11,427-94.8% |