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 | $77,439 | $97,729-20.8% | $83,830-7.6% | $135,379-42.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.08% | 1287.52%-1295.6pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $1,386 | $4,222-67.2% | $3,631-61.8% | $4,779-71.0% |
| Participant deferral / active EE | $4,190 | $4,683-10.5% | $4,082+2.6% | $5,609-25.3% |
| Admin fee / account holder | $899 | $6,674-86.5% | $5,479-83.6% | $10,828-91.7% |