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 | $40,650 | $91,525-55.6% | $130,026-68.7% | $75,181-45.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.05% | -631.40%+651.4pp | -137.26%+157.3pp | 160.69%-140.6pp |
| Employer contribution / active EE | $2,079 | $2,844-26.9% | $4,321-51.9% | $2,671-22.1% |
| Participant deferral / active EE | $5,249 | $4,342+20.9% | $5,821-9.8% | $4,126+27.2% |
| Admin fee / account holder | $1,020 | $6,778-84.9% | $10,608-90.4% | $5,650-81.9% |