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 | $43,336 | $138,072-68.6% | $123,549-64.9% | $135,382-68.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.72% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $10,240 | $5,152+98.8% | $4,628+121.3% | $4,779+114.3% |
| Participant deferral / active EE | $15,039 | $6,799+121.2% | $6,426+134.0% | $5,609+168.1% |
| Admin fee / account holder | $652 | $10,917-94.0% | $9,284-93.0% | $10,829-94.0% |