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 | $131,786 | $56,199+134.5% | $67,652+94.8% | $59,632+121.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.39% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,197 | $2,844+82.7% | $3,560+46.0% | $3,192+62.8% |
| Admin fee / account holder | $7,604 | $3,958+92.1% | $4,821+57.7% | $4,297+77.0% |