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 | $139,630 | $90,617+54.1% | $79,476+75.7% | $135,382+3.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 977.57%-981.4pp | 718.21%-722.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $6,410 | $3,068+108.9% | $2,800+128.9% | $4,779+34.1% |
| Participant deferral / active EE | $12,454 | $4,050+207.5% | $3,704+236.2% | $5,609+122.0% |
| Admin fee / account holder | $39,822 | $5,907+574.1% | $5,113+678.8% | $10,829+267.7% |