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 | $116,724 | $97,729+19.4% | $83,830+39.2% | $135,379-13.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.41% | 1287.52%-1291.9pp | 850.97%-855.4pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,608 | $4,222-61.9% | $3,631-55.7% | $4,779-66.3% |
| Participant deferral / active EE | $2,600 | $4,683-44.5% | $4,082-36.3% | $5,609-53.6% |
| Admin fee / account holder | $28,840 | $6,674+332.1% | $5,479+426.4% | $10,828+166.3% |