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 | $42,600 | $99,032-57.0% | $80,022-46.8% | $135,380-68.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.87% | 15.39%-23.3pp | 11.22%-19.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,656 | $3,043-45.6% | $2,468-32.9% | $4,779-65.3% |
| Participant deferral / active EE | $5,275 | $4,282+23.2% | $3,686+43.1% | $5,609-5.9% |
| Admin fee / account holder | $12,487 | $10,436+19.7% | $6,521+91.5% | $10,828+15.3% |