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 | $122,095 | $167,522-27.1% | $151,639-19.5% | $134,532-9.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.63% | 7.81%-14.4pp | 3.34%-10.0pp | 418.27%-424.9pp |
| Employer contribution / active EE | $8,728 | $6,828+27.8% | $6,165+41.6% | $4,741+84.1% |
| Participant deferral / active EE | $10,194 | $8,986+13.4% | $8,363+21.9% | $6,401+59.3% |
| Admin fee / account holder | $1,656 | $13,780-88.0% | $11,613-85.7% | $11,429-85.5% |