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 | $55,475 | $77,817-28.7% | $123,553-55.1% | $64,173-13.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.53% | 12.49%-15.0pp | 119.21%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $9,226 | $3,014+206.1% | $4,628+99.3% | $2,381+287.5% |
| Participant deferral / active EE | $9,637 | $5,240+83.9% | $6,426+50.0% | $3,470+177.7% |
| Admin fee / account holder | $2,810 | $5,519-49.1% | $9,284-69.7% | $4,887-42.5% |