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 | $75,566 | $167,533-54.9% | $151,645-50.2% | $134,545-43.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.25% | 7.81%-28.1pp | 3.34%-23.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,099 | $6,828-69.3% | $6,165-66.0% | $4,742-55.7% |
| Participant deferral / active EE | $8,158 | $8,985-9.2% | $8,363-2.4% | $6,401+27.4% |
| Admin fee / account holder | $1,912 | $13,781-86.1% | $11,614-83.5% | $11,431-83.3% |