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 | $72,359 | $138,076-47.6% | $123,553-41.4% | $135,380-46.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $10,279 | $5,152+99.5% | $4,628+122.1% | $4,779+115.1% |
| Participant deferral / active EE | $7,539 | $6,800+10.9% | $6,426+17.3% | $5,609+34.4% |
| Admin fee / account holder | $1,115 | $10,917-89.8% | $9,284-88.0% | $10,828-89.7% |