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 | $104,328 | $95,979+8.7% | $74,551+39.9% | $135,380-22.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.72% | 56.97%-59.7pp | 32.53%-35.3pp | 519.81%-522.5pp |
| Employer contribution / active EE | $1,374 | $2,716-49.4% | $1,961-29.9% | $4,779-71.2% |
| Participant deferral / active EE | $3,740 | $3,844-2.7% | $3,108+20.3% | $5,609-33.3% |
| Admin fee / account holder | $52,538 | $6,522+705.5% | $5,059+938.5% | $10,828+385.2% |