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 | $88,740 | $167,362-47.0% | $143,799-38.3% | $134,532-34.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $6,719 | $5,620+19.5% | $4,952+35.7% | $4,741+41.7% |
| Participant deferral / active EE | $5,470 | $6,447-15.2% | $5,638-3.0% | $6,401-14.5% |
| Admin fee / account holder | $540 | $18,094-97.0% | $14,677-96.3% | $11,429-95.3% |