Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,608 | $67,372-32.3% | $60,906-25.1% | $134,532-66.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.50% | 50.05%-65.5pp | 16.94%-32.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,755 | $3,099-43.4% | $2,703-35.1% | $4,741-63.0% |
| Participant deferral / active EE | $6,725 | $4,532+48.4% | $3,814+76.3% | $6,401+5.1% |
| Admin fee / account holder | $425 | $4,588-90.7% | $3,227-86.8% | $11,429-96.3% |