Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,643 | $190,916-77.1% | $160,037-72.7% | $134,545-67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.83% | 552.79%-572.6pp | 408.95%-428.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,717 | $4,996-65.6% | $4,226-59.4% | $4,742-63.8% |
| Participant deferral / active EE | $11,996 | $6,925+73.2% | $6,184+94.0% | $6,401+87.4% |
| Admin fee / account holder | $689 | $10,497-93.4% | $8,716-92.1% | $11,431-94.0% |