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 | $69,378 | $180,462-61.6% | $154,111-55.0% | $135,379-48.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 888.17%-892.4pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,832 | $6,036-69.7% | $5,298-65.4% | $4,779-61.7% |
| Participant deferral / active EE | $5,207 | $5,806-10.3% | $5,081+2.5% | $5,609-7.2% |
| Admin fee / account holder | $2,694 | $16,145-83.3% | $13,411-79.9% | $10,828-75.1% |