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 | $104,059 | $92,766+12.2% | $82,763+25.7% | $134,545-22.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.58% | 946.97%-961.6pp | 702.45%-717.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $15,581 | $3,273+376.1% | $3,008+417.9% | $4,742+228.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $480 | $5,978-92.0% | $5,325-91.0% | $11,431-95.8% |