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 | $82,115 | $167,522-51.0% | $151,639-45.8% | $134,532-39.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.21% | 7.81%-19.0pp | 3.34%-14.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $5,786 | $6,828-15.3% | $6,165-6.2% | $4,741+22.0% |
| Participant deferral / active EE | $3,857 | $8,986-57.1% | $8,363-53.9% | $6,401-39.7% |
| Admin fee / account holder | $355 | $13,780-97.4% | $11,613-96.9% | $11,429-96.9% |