Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,394 | $180,462-56.6% | $154,111-49.1% | $135,379-42.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.54% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $12,069 | $6,036+100.0% | $5,298+127.8% | $4,779+152.5% |
| Participant deferral / active EE | $6,910 | $5,806+19.0% | $5,081+36.0% | $5,609+23.2% |
| Admin fee / account holder | $8,852 | $16,145-45.2% | $13,411-34.0% | $10,828-18.2% |