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 | $81,168 | $77,817+4.3% | $123,553-34.3% | $64,173+26.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.38% | 12.49%-19.9pp | 119.21%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $780 | $3,014-74.1% | $4,628-83.1% | $2,381-67.2% |
| Participant deferral / active EE | $5,298 | $5,240+1.1% | $6,426-17.6% | $3,470+52.7% |
| Admin fee / account holder | $2,645 | $5,519-52.1% | $9,284-71.5% | $4,887-45.9% |