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 | $122,615 | $58,600+109.2% | $83,327+47.1% | $64,173+91.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.94% | 9.66%-13.6pp | 10.64%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,950 | $2,098+183.6% | $3,379+76.1% | $2,381+149.9% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,778 | $9,282-59.3% | $7,540-49.9% | $4,887-22.7% |