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 | $61,167 | $100,805-39.3% | $86,698-29.4% | $134,532-54.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.68% | 29.09%-43.8pp | 35.95%-50.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,744 | $3,490+7.3% | $2,837+32.0% | $4,741-21.0% |
| Participant deferral / active EE | $3,045 | $5,339-43.0% | $4,656-34.6% | $6,401-52.4% |
| Admin fee / account holder | $5,763 | $10,925-47.3% | $7,493-23.1% | $11,429-49.6% |