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 | $60,810 | $97,729-37.8% | $83,830-27.5% | $135,379-55.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.42% | 1287.52%-1294.9pp | 850.97%-858.4pp | 519.79%-527.2pp |
| Employer contribution / active EE | $10,937 | $4,222+159.1% | $3,631+201.2% | $4,779+128.9% |
| Participant deferral / active EE | $3,643 | $4,683-22.2% | $4,082-10.8% | $5,609-35.0% |
| Admin fee / account holder | $2,088 | $6,674-68.7% | $5,479-61.9% | $10,828-80.7% |