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 | $44,089 | $167,323-73.7% | $143,770-69.3% | $134,493-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | 0.47%-14.6pp | -0.04%-14.1pp | 418.01%-432.2pp |
| Employer contribution / active EE | $1,733 | $5,619-69.2% | $4,951-65.0% | $4,740-63.4% |
| Participant deferral / active EE | $3,077 | $6,446-52.3% | $5,638-45.4% | $6,400-51.9% |
| Admin fee / account holder | $2,470 | $18,088-86.3% | $14,673-83.2% | $11,425-78.4% |