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 | $90,880 | $92,743-2.0% | $82,744+9.8% | $134,532-32.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.53% | 946.63%-950.2pp | 702.22%-705.8pp | 418.27%-421.8pp |
| Employer contribution / active EE | $2,373 | $3,273-27.5% | $3,008-21.1% | $4,741-50.0% |
| Participant deferral / active EE | $5,913 | $4,802+23.1% | $4,395+34.6% | $6,401-7.6% |
| Admin fee / account holder | $689 | $5,977-88.5% | $5,325-87.1% | $11,429-94.0% |