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 | $40,692 | $73,863-44.9% | $143,797-71.7% | $68,490-40.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.99% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,429 | $3,185+39.1% | $4,952-10.6% | $2,597+70.6% |
| Participant deferral / active EE | $2,161 | $3,385-36.2% | $5,638-61.7% | $4,028-46.4% |
| Admin fee / account holder | $2,311 | $5,756-59.8% | $14,679-84.3% | $5,403-57.2% |