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 | $229,795 | $92,219+149.2% | $76,768+199.3% | $135,379+69.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -1.10% | 5.46%-6.6pp | 2.43%-3.5pp | 519.79%-520.9pp |
| Employer contribution / active EE | $18,644 | $3,216+479.8% | $2,485+650.2% | $4,779+290.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $75,700 | $10,749+604.3% | $6,675+1034.0% | $10,828+599.1% |