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 | $102,832 | $167,522-38.6% | $151,639-32.2% | $134,532-23.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.15% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $10,826 | $6,828+58.6% | $6,165+75.6% | $4,741+128.3% |
| Participant deferral / active EE | $5,602 | $8,986-37.7% | $8,363-33.0% | $6,401-12.5% |
| Admin fee / account holder | $315 | $13,780-97.7% | $11,613-97.3% | $11,429-97.2% |