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 | $109,374 | $180,466-39.4% | $154,114-29.0% | $135,382-19.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.47% | 888.15%-893.6pp | 735.16%-740.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $7,557 | $6,035+25.2% | $5,298+42.6% | $4,779+58.1% |
| Participant deferral / active EE | $6,471 | $5,806+11.4% | $5,081+27.4% | $5,609+15.4% |
| Admin fee / account holder | $26,284 | $16,144+62.8% | $13,411+96.0% | $10,829+142.7% |