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 | $119,428 | $180,462-33.8% | $154,111-22.5% | $135,379-11.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.64% | 888.17%-894.8pp | 735.18%-741.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $8,919 | $6,036+47.8% | $5,298+68.3% | $4,779+86.6% |
| Participant deferral / active EE | $7,205 | $5,806+24.1% | $5,081+41.8% | $5,609+28.5% |
| Admin fee / account holder | $542 | $16,145-96.6% | $13,411-96.0% | $10,828-95.0% |