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 | $36,361 | $82,674-56.0% | $125,381-71.0% | $68,486-46.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,498 | $3,382+3.4% | $4,815-27.4% | $2,597+34.7% |
| Participant deferral / active EE | $4,016 | $6,111-34.3% | $7,448-46.1% | $4,028-0.3% |
| Admin fee / account holder | $1,626 | $6,277-74.1% | $10,007-83.8% | $5,404-69.9% |