Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,059 | $73,848+7.1% | $143,799-45.0% | $68,486+15.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.00% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $18,140 | $3,184+469.6% | $4,952+266.3% | $2,597+598.6% |
| Participant deferral / active EE | $16,703 | $3,385+393.5% | $5,638+196.2% | $4,028+314.7% |
| Admin fee / account holder | $7,630 | $5,755+32.6% | $14,677-48.0% | $5,404+41.2% |