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 | $115,374 | $138,102-16.5% | $125,381-8.0% | $134,532-14.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.20% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,533 | $5,245-51.7% | $4,815-47.4% | $4,741-46.6% |
| Participant deferral / active EE | $9,270 | $7,801+18.8% | $7,448+24.5% | $6,401+44.8% |
| Admin fee / account holder | $2,466 | $11,568-78.7% | $10,007-75.4% | $11,429-78.4% |