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 | $10,769 | $90,606-88.1% | $79,466-86.4% | $135,379-92.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.32% | 977.69%-987.0pp | 718.28%-727.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,960 | $3,068-3.5% | $2,800+5.7% | $4,779-38.1% |
| Participant deferral / active EE | $1,110 | $4,050-72.6% | $3,704-70.0% | $5,609-80.2% |
| Admin fee / account holder | $760 | $5,895-87.1% | $5,104-85.1% | $10,828-93.0% |