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 | $39,250 | $105,867-62.9% | $90,760-56.8% | $134,532-70.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.23% | -10.99%+6.8pp | -12.16%+7.9pp | 418.27%-422.5pp |
| Employer contribution / active EE | $2,105 | $3,464-39.2% | $2,922-28.0% | $4,741-55.6% |
| Participant deferral / active EE | $6,982 | $5,217+33.8% | $4,565+52.9% | $6,401+9.1% |
| Admin fee / account holder | $17,482 | $13,936+25.4% | $8,444+107.0% | $11,429+53.0% |