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 | $178,952 | $73,839+142.4% | $143,788+24.5% | $68,495+161.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.49% | 1.01%-15.5pp | -0.03%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $12,676 | $3,184+298.1% | $4,952+156.0% | $2,596+388.2% |
| Participant deferral / active EE | $9,093 | $3,384+168.7% | $5,638+61.3% | $4,028+125.8% |
| Admin fee / account holder | $1,212 | $5,755-78.9% | $14,675-91.7% | $5,403-77.6% |