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 | $81,043 | $138,102-41.3% | $125,381-35.4% | $134,532-39.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.60% | 750.73%-761.3pp | 572.31%-582.9pp | 418.27%-428.9pp |
| Employer contribution / active EE | $1,492 | $5,245-71.5% | $4,815-69.0% | $4,741-68.5% |
| Participant deferral / active EE | $2,571 | $7,801-67.0% | $7,448-65.5% | $6,401-59.8% |
| Admin fee / account holder | $729 | $11,568-93.7% | $10,007-92.7% | $11,429-93.6% |