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 | $61,514 | $99,668-38.3% | $86,451-28.8% | $134,545-54.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -8.43% | 6789.61%-6798.0pp | 4398.51%-4406.9pp | 418.37%-426.8pp |
| Employer contribution / active EE | $8,929 | $4,403+102.8% | $3,770+136.8% | $4,742+88.3% |
| Participant deferral / active EE | $3,677 | $7,249-49.3% | $6,953-47.1% | $6,401-42.6% |
| Admin fee / account holder | $3,601 | $8,377-57.0% | $6,734-46.5% | $11,431-68.5% |