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 | $190,006 | $92,743+104.9% | $82,744+129.6% | $134,532+41.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.56% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $11,376 | $3,273+247.6% | $3,008+278.2% | $4,741+139.9% |
| Participant deferral / active EE | $8,392 | $4,802+74.8% | $4,395+91.0% | $6,401+31.1% |
| Admin fee / account holder | $1,838 | $5,977-69.3% | $5,325-65.5% | $11,429-83.9% |