Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,040 | $100,805-51.4% | $86,698-43.4% | $134,532-63.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.76% | 29.09%-43.8pp | 35.95%-50.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,123 | $3,490-10.5% | $2,837+10.1% | $4,741-34.1% |
| Participant deferral / active EE | $7,543 | $5,339+41.3% | $4,656+62.0% | $6,401+17.8% |
| Admin fee / account holder | $363 | $10,925-96.7% | $7,493-95.2% | $11,429-96.8% |