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 | $31,679 | $84,685-62.6% | $73,836-57.1% | $125,389-74.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.62% | 3123.80%-3122.2pp | 2268.06%-2266.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,892 | $3,123-7.4% | $2,787+3.7% | $4,866-40.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,989 | $5,694+57.9% | $4,882+84.1% | $9,541-5.8% |