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 | $102,620 | $133,998-23.4% | $112,263-8.6% | $134,545-23.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.17% | 47.17%-63.3pp | 27.49%-43.7pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,292 | $4,040-43.3% | $3,636-37.0% | $4,742-51.7% |
| Participant deferral / active EE | $9,110 | $5,292+72.1% | $4,729+92.6% | $6,401+42.3% |
| Admin fee / account holder | $4,607 | $7,493-38.5% | $6,410-28.1% | $11,431-59.7% |