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 | $79,551 | $84,685-6.1% | $73,836+7.7% | $125,389-36.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.29% | 3123.80%-3123.5pp | 2268.06%-2267.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,907 | $3,123+89.1% | $2,787+111.9% | $4,866+21.4% |
| Participant deferral / active EE | $13,301 | $3,993+233.1% | $3,583+271.2% | $5,352+148.5% |
| Admin fee / account holder | $337 | $5,694-94.1% | $4,882-93.1% | $9,541-96.5% |