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 | $154,328 | $45,872+236.4% | $77,081+100.2% | $68,495+125.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -2.38% | 1.73%-4.1pp | 42.33%-44.7pp | -7.84%+5.5pp |
| Employer contribution / active EE | $5,124 | $1,650+210.6% | $2,813+82.1% | $2,596+97.4% |
| Participant deferral / active EE | $5,944 | $2,963+100.6% | $4,428+34.2% | $4,028+47.6% |
| Admin fee / account holder | $2,720 | $3,041-10.6% | $5,427-49.9% | $5,403-49.7% |