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 | $165,227 | $211,946-22.0% | $169,452-2.5% | $135,380+22.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.04% | 3.26%-8.3pp | 1.83%-6.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $27,996 | $5,117+447.1% | $4,157+573.5% | $4,779+485.8% |
| Participant deferral / active EE | $12,631 | $6,075+107.9% | $5,277+139.4% | $5,609+125.2% |
| Admin fee / account holder | $2,350 | $11,472-79.5% | $9,110-74.2% | $10,828-78.3% |