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 | $100,040 | $67,372+48.5% | $60,906+64.3% | $134,532-25.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.28% | 50.05%-56.3pp | 16.94%-23.2pp | 418.27%-424.5pp |
| Employer contribution / active EE | $6,458 | $3,099+108.4% | $2,703+138.9% | $4,741+36.2% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,291 | $4,588-71.9% | $3,227-60.0% | $11,429-88.7% |