Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,792 | $138,078-51.6% | $125,363-46.7% | $134,509-50.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.37% | 750.49%-766.9pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $12,878 | $5,245+145.5% | $4,815+167.5% | $4,741+171.6% |
| Participant deferral / active EE | $9,049 | $7,800+16.0% | $7,447+21.5% | $6,400+41.4% |
| Admin fee / account holder | $6,481 | $11,566-44.0% | $10,005-35.2% | $11,427-43.3% |