Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,387 | $190,862-67.8% | $159,991-61.6% | $134,509-54.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.25% | 552.59%-562.8pp | 408.82%-419.1pp | 418.13%-428.4pp |
| Employer contribution / active EE | $6,632 | $4,995+32.8% | $4,225+57.0% | $4,741+39.9% |
| Participant deferral / active EE | $3,533 | $6,924-49.0% | $6,183-42.9% | $6,400-44.8% |
| Admin fee / account holder | $986 | $10,495-90.6% | $8,715-88.7% | $11,427-91.4% |