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 | $84,834 | $100,805-15.8% | $86,698-2.2% | $134,532-36.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.92% | 29.09%-44.0pp | 35.95%-50.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,454 | $3,490-29.7% | $2,837-13.5% | $4,741-48.2% |
| Participant deferral / active EE | $3,164 | $5,339-40.7% | $4,656-32.1% | $6,401-50.6% |
| Admin fee / account holder | $1,368 | $10,925-87.5% | $7,493-81.7% | $11,429-88.0% |