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 | $52,829 | $56,197-6.0% | $67,652-21.9% | $59,633-11.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.30% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,620 | $1,615+0.3% | $2,266-28.5% | $2,203-26.4% |
| Participant deferral / active EE | $2,025 | $2,844-28.8% | $3,560-43.1% | $3,192-36.5% |
| Admin fee / account holder | $1,214 | $3,958-69.3% | $4,821-74.8% | $4,297-71.7% |