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 | $33,526 | $39,798-15.8% | $67,704-50.5% | $59,633-43.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.92% | 89.94%-91.9pp | 25.41%-27.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $2,074 | $1,393+48.9% | $2,559-19.0% | $2,203-5.8% |
| Participant deferral / active EE | $3,975 | $2,335+70.3% | $3,585+10.9% | $3,192+24.6% |
| Admin fee / account holder | $3,276 | $3,212+2.0% | $4,255-23.0% | $4,297-23.8% |