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 | $23,144 | $138,075-83.2% | $123,552-81.3% | $135,379-82.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.20%-126.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $3,401 | $5,152-34.0% | $4,628-26.5% | $4,779-28.8% |
| Participant deferral / active EE | $12,067 | $6,800+77.5% | $6,426+87.8% | $5,609+115.1% |
| Admin fee / account holder | $3,682 | $10,917-66.3% | $9,285-60.3% | $10,828-66.0% |