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 | $157,025 | $57,352+173.8% | $83,830+87.3% | $64,173+144.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.99% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $9,316 | $2,546+266.0% | $3,631+156.6% | $2,381+291.3% |
| Participant deferral / active EE | $9,303 | $2,993+210.8% | $4,082+127.9% | $3,470+168.1% |
| Admin fee / account holder | $11,695 | $4,046+189.0% | $5,479+113.5% | $4,887+139.3% |