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 | $112,125 | $180,466-37.9% | $154,114-27.2% | $135,382-17.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $1,946 | $6,035-67.7% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $7,995 | $5,806+37.7% | $5,081+57.4% | $5,609+42.5% |
| Admin fee / account holder | $5,396 | $16,144-66.6% | $13,411-59.8% | $10,829-50.2% |