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 | $231,382 | $142,409+62.5% | $119,634+93.4% | $134,545+72.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.77% | -12.46%-4.3pp | -14.98%-1.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $5,735 | $5,224+9.8% | $4,232+35.5% | $4,742+20.9% |
| Participant deferral / active EE | $4,320 | $6,468-33.2% | $5,601-22.9% | $6,401-32.5% |
| Admin fee / account holder | $2,237 | $13,594-83.5% | $10,329-78.3% | $11,431-80.4% |