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 | $99,096 | $138,070-28.2% | $123,549-19.8% | $135,377-26.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.69%-162.8pp | 119.20%-128.3pp | 519.75%-528.8pp |
| Employer contribution / active EE | $12,919 | $5,152+150.8% | $4,628+179.2% | $4,779+170.3% |
| Participant deferral / active EE | $9,440 | $6,799+38.8% | $6,426+46.9% | $5,609+68.3% |
| Admin fee / account holder | $4,818 | $10,916-55.9% | $9,284-48.1% | $10,828-55.5% |