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 | $83,070 | $92,684-10.4% | $82,706+0.4% | $134,509-38.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.01% | 945.84%-947.8pp | 701.76%-703.8pp | 418.13%-420.1pp |
| Employer contribution / active EE | $6,038 | $3,272+84.6% | $3,007+100.8% | $4,741+27.4% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,149 | $5,982+186.7% | $5,329+221.8% | $11,427+50.1% |