Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $108,746 | $138,114-21.3% | $125,391-13.3% | $134,545-19.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.41% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $16,420 | $5,246+213.0% | $4,816+241.0% | $4,742+246.3% |
| Participant deferral / active EE | $19,870 | $7,801+154.7% | $7,448+166.8% | $6,401+210.4% |
| Admin fee / account holder | $3,968 | $11,570-65.7% | $10,009-60.4% | $11,431-65.3% |