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 | $50,635 | $90,320-43.9% | $59,496-14.9% | $125,389-59.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.60% | 369.13%-372.7pp | 182.05%-185.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $471 | $1,792-73.7% | $1,153-59.1% | $4,866-90.3% |
| Participant deferral / active EE | $2,207 | $2,716-18.8% | $1,829+20.6% | $5,352-58.8% |
| Admin fee / account holder | $18,892 | $3,063+516.8% | $2,232+746.3% | $9,541+98.0% |