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 | $96,790 | $97,732-1.0% | $83,831+15.5% | $135,380-28.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.48% | 1287.56%-1293.0pp | 850.99%-856.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $8,154 | $4,222+93.1% | $3,631+124.6% | $4,779+70.6% |
| Participant deferral / active EE | $7,441 | $4,683+58.9% | $4,082+82.3% | $5,609+32.7% |
| Admin fee / account holder | $594 | $6,675-91.1% | $5,479-89.2% | $10,828-94.5% |