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 | $96,334 | $138,102-30.2% | $125,381-23.2% | $134,532-28.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.92% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,686 | $5,245-67.9% | $4,815-65.0% | $4,741-64.4% |
| Participant deferral / active EE | $8,926 | $7,801+14.4% | $7,448+19.9% | $6,401+39.5% |
| Admin fee / account holder | $320 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |