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 | $106,685 | $134,001-20.4% | $112,258-5.0% | $134,509-20.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.28% | 47.15%-65.4pp | 27.47%-45.8pp | 418.13%-436.4pp |
| Employer contribution / active EE | $4,041 | $4,0390% | $3,636+11.2% | $4,741-14.8% |
| Participant deferral / active EE | $4,041 | $5,291-23.6% | $4,728-14.5% | $6,400-36.9% |
| Admin fee / account holder | $25,243 | $7,491+237.0% | $6,411+293.7% | $11,427+120.9% |