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 | $138,856 | $95,188+45.9% | $76,518+81.5% | $135,380+2.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.03% | 4.85%-9.9pp | -0.27%-4.8pp | 519.81%-524.8pp |
| Employer contribution / active EE | $9,299 | $3,303+181.6% | $2,647+251.3% | $4,779+94.6% |
| Participant deferral / active EE | $5,727 | $4,640+23.4% | $3,836+49.3% | $5,609+2.1% |
| Admin fee / account holder | $3,041 | $6,249-51.3% | $4,849-37.3% | $10,828-71.9% |