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 | $127,316 | $167,353-23.9% | $143,797-11.5% | $134,545-5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.28% | 0.48%-16.8pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $11,042 | $5,620+96.5% | $4,952+123.0% | $4,742+132.9% |
| Participant deferral / active EE | $5,626 | $6,447-12.7% | $5,638-0.2% | $6,401-12.1% |
| Admin fee / account holder | $1,040 | $18,096-94.3% | $14,679-92.9% | $11,431-90.9% |