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 | $104,019 | $138,072-24.7% | $123,549-15.8% | $135,382-23.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 153.69%-159.2pp | 119.20%-124.7pp | 519.77%-525.2pp |
| Employer contribution / active EE | $13,775 | $5,152+167.4% | $4,628+197.7% | $4,779+188.3% |
| Participant deferral / active EE | $10,857 | $6,799+59.7% | $6,426+69.0% | $5,609+93.6% |
| Admin fee / account holder | $15,414 | $10,917+41.2% | $9,284+66.0% | $10,829+42.3% |