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 | $98,667 | $138,078-28.5% | $125,363-21.3% | $134,509-26.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.28% | 750.49%-767.8pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $6,824 | $5,245+30.1% | $4,815+41.7% | $4,741+43.9% |
| Participant deferral / active EE | $16,751 | $7,800+114.8% | $7,447+124.9% | $6,400+161.7% |
| Admin fee / account holder | $670 | $11,566-94.2% | $10,005-93.3% | $11,427-94.1% |