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 | $80,476 | $168,635-52.3% | $147,617-45.5% | $125,389-35.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.29% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $4,161 | $6,252-33.5% | $5,564-25.2% | $4,866-14.5% |
| Participant deferral / active EE | $3,482 | $5,507-36.8% | $4,895-28.9% | $5,352-34.9% |
| Admin fee / account holder | $5,712 | $13,580-57.9% | $11,612-50.8% | $9,541-40.1% |