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 | $82,737 | $138,076-40.1% | $123,553-33.0% | $135,380-38.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.46% | 153.70%-156.2pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $9,335 | $5,152+81.2% | $4,628+101.7% | $4,779+95.3% |
| Participant deferral / active EE | $10,278 | $6,800+51.2% | $6,426+60.0% | $5,609+83.2% |
| Admin fee / account holder | $28,376 | $10,917+159.9% | $9,284+205.6% | $10,828+162.1% |