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 | $39,548 | $180,459-78.1% | $154,108-74.3% | $135,380-70.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.72% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $5,688 | $6,035-5.7% | $5,298+7.4% | $4,779+19.0% |
| Participant deferral / active EE | $3,607 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $801 | $16,145-95.0% | $13,411-94.0% | $10,828-92.6% |