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 | $74,033 | $180,462-59.0% | $154,111-52.0% | $135,379-45.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.62% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $12,496 | $6,036+107.0% | $5,298+135.9% | $4,779+161.5% |
| Participant deferral / active EE | $10,050 | $5,806+73.1% | $5,081+97.8% | $5,609+79.2% |
| Admin fee / account holder | $854 | $16,145-94.7% | $13,411-93.6% | $10,828-92.1% |