Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,924 | $93,098-51.7% | $77,081-41.7% | $134,509-66.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.81% | 62.63%-79.4pp | 42.33%-59.1pp | 418.13%-434.9pp |
| Employer contribution / active EE | $3,032 | $3,419-11.3% | $2,813+7.8% | $4,741-36.0% |
| Participant deferral / active EE | $3,085 | $5,239-41.1% | $4,428-30.3% | $6,400-51.8% |
| Admin fee / account holder | $450 | $6,945-93.5% | $5,427-91.7% | $11,427-96.1% |