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 | $25,067 | $97,732-74.4% | $83,831-70.1% | $135,380-81.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.64% | 1287.56%-1295.2pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $4,883 | $4,222+15.6% | $3,631+34.5% | $4,779+2.2% |
| Participant deferral / active EE | $1,521 | $4,683-67.5% | $4,082-62.8% | $5,609-72.9% |
| Admin fee / account holder | $7,881 | $6,675+18.1% | $5,479+43.8% | $10,828-27.2% |