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 | $49,961 | $84,628-41.0% | $61,501-18.8% | $134,545-62.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.29% | 585.61%-605.9pp | 339.04%-359.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $4,035 | $1,545+161.2% | $1,160+247.9% | $4,742-14.9% |
| Participant deferral / active EE | $5,378 | $2,819+90.8% | $2,125+153.1% | $6,401-16.0% |
| Admin fee / account holder | $2,029 | $2,587-21.6% | $2,132-4.8% | $11,431-82.3% |