Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,931 | $138,102-49.4% | $125,381-44.2% | $134,532-48.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.28% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $6,595 | $5,245+25.7% | $4,815+37.0% | $4,741+39.1% |
| Participant deferral / active EE | $8,622 | $7,801+10.5% | $7,448+15.8% | $6,401+34.7% |
| Admin fee / account holder | $513 | $11,568-95.6% | $10,007-94.9% | $11,429-95.5% |