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 | $88,804 | $138,076-35.7% | $123,553-28.1% | $135,380-34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $8,208 | $5,152+59.3% | $4,628+77.3% | $4,779+71.7% |
| Participant deferral / active EE | $5,663 | $6,800-16.7% | $6,426-11.9% | $5,609+1.0% |
| Admin fee / account holder | $855 | $10,917-92.2% | $9,284-90.8% | $10,828-92.1% |