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 | $108,520 | $133,981-19.0% | $112,249-3.3% | $134,532-19.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.77% | 47.16%-56.9pp | 27.48%-37.2pp | 418.27%-428.0pp |
| Employer contribution / active EE | $7,180 | $4,040+77.7% | $3,636+97.5% | $4,741+51.4% |
| Participant deferral / active EE | $4,402 | $5,292-16.8% | $4,729-6.9% | $6,401-31.2% |
| Admin fee / account holder | $5,981 | $7,492-20.2% | $6,412-6.7% | $11,429-47.7% |