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 | $64,909 | $83,908-22.6% | $68,509-5.3% | $125,389-48.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.97% | 14.48%-17.4pp | 8.27%-11.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $13,563 | $3,031+347.5% | $2,278+495.4% | $4,866+178.7% |
| Participant deferral / active EE | $10,420 | $4,125+152.6% | $3,382+208.1% | $5,352+94.7% |
| Admin fee / account holder | $349 | $8,982-96.1% | $5,275-93.4% | $9,541-96.3% |