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 | $88,209 | $95,915-8.0% | $79,580+10.8% | $134,532-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.12% | -2.71%-10.4pp | 0.15%-13.3pp | 418.27%-431.4pp |
| Employer contribution / active EE | $2,496 | $3,129-20.2% | $2,413+3.4% | $4,741-47.4% |
| Participant deferral / active EE | $7,414 | $4,693+58.0% | $3,985+86.0% | $6,401+15.8% |
| Admin fee / account holder | $35,192 | $9,132+285.4% | $6,835+414.9% | $11,429+207.9% |