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 | $87,227 | $167,323-47.9% | $143,770-39.3% | $134,493-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.45% | 0.47%-5.9pp | -0.04%-5.4pp | 418.01%-423.5pp |
| Employer contribution / active EE | $7,990 | $5,619+42.2% | $4,951+61.4% | $4,740+68.6% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,567 | $18,088+46.9% | $14,673+81.1% | $11,425+132.5% |