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 | $124,056 | $59,813+107.4% | $79,580+55.9% | $68,486+81.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.01% | -12.30%-5.7pp | 0.15%-18.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $5,655 | $1,505+275.7% | $2,413+134.3% | $2,597+117.8% |
| Participant deferral / active EE | $4,522 | $3,024+49.5% | $3,985+13.5% | $4,028+12.3% |
| Admin fee / account holder | $8,918 | $4,835+84.5% | $6,835+30.5% | $5,404+65.0% |