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 | $74,076 | $160,059-53.7% | $140,019-47.1% | $135,382-45.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.19% | 911.44%-915.6pp | 651.15%-655.3pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,667 | $6,420-42.9% | $5,605-34.6% | $4,779-23.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,866 | $13,328-56.0% | $10,705-45.2% | $10,829-45.8% |