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 | $54,820 | $75,962-27.8% | $154,108-64.4% | $64,173-14.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.83% | 30.32%-34.2pp | 735.21%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,436 | $3,350-27.3% | $5,298-54.0% | $2,381+2.3% |
| Participant deferral / active EE | $2,522 | $3,175-20.6% | $5,081-50.4% | $3,470-27.3% |
| Admin fee / account holder | $4,337 | $5,589-22.4% | $13,411-67.7% | $4,887-11.3% |