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 | $212,864 | $54,380+291.4% | $68,509+210.7% | $59,633+257.0% |
| Participation rate | 96.9% | 70.2%+26.7pp | 74.7%+22.1pp | 68.7%+28.2pp |
| Annual return | -0.49% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $6,186 | $1,539+302.1% | $2,278+171.6% | $2,203+180.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $15,899 | $3,885+309.2% | $5,275+201.4% | $4,297+270.0% |