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 | $36,932 | $190,916-80.7% | $160,037-76.9% | $134,545-72.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.90% | 552.79%-571.7pp | 408.95%-427.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $972 | $4,996-80.5% | $4,226-77.0% | $4,742-79.5% |
| Participant deferral / active EE | $4,483 | $6,925-35.3% | $6,184-27.5% | $6,401-30.0% |
| Admin fee / account holder | $835 | $10,497-92.0% | $8,716-90.4% | $11,431-92.7% |