Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,226 | $93,117-53.6% | $77,096-43.9% | $134,532-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.36% | 62.67%-80.0pp | 42.35%-59.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $4,573 | $3,420+33.7% | $2,814+62.5% | $4,741-3.5% |
| Participant deferral / active EE | $7,322 | $5,241+39.7% | $4,429+65.3% | $6,401+14.4% |
| Admin fee / account holder | $2,504 | $6,948-64.0% | $5,428-53.9% | $11,429-78.1% |