Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,153 | $167,362-64.1% | $143,799-58.2% | $134,532-55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,613 | $5,620-35.7% | $4,952-27.0% | $4,741-23.8% |
| Participant deferral / active EE | $7,154 | $6,447+11.0% | $5,638+26.9% | $6,401+11.8% |
| Admin fee / account holder | $12,114 | $18,094-33.0% | $14,677-17.5% | $11,429+6.0% |