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 | $46,374 | $92,766-50.0% | $82,763-44.0% | $134,545-65.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.38% | 946.97%-957.3pp | 702.45%-712.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $5,054 | $3,273+54.4% | $3,008+68.0% | $4,742+6.6% |
| Participant deferral / active EE | $6,476 | $4,802+34.9% | $4,395+47.4% | $6,401+1.2% |
| Admin fee / account holder | $61,160 | $5,978+923.2% | $5,325+1048.5% | $11,431+435.1% |