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 | $44,467 | $67,372-34.0% | $60,906-27.0% | $134,532-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 50.05%-66.9pp | 16.94%-33.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $746 | $3,099-75.9% | $2,703-72.4% | $4,741-84.3% |
| Participant deferral / active EE | $6,643 | $4,532+46.6% | $3,814+74.2% | $6,401+3.8% |
| Admin fee / account holder | $629 | $4,588-86.3% | $3,227-80.5% | $11,429-94.5% |