Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,631 | $138,102-64.8% | $125,381-61.2% | $134,532-63.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.99% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $3,213 | $5,245-38.7% | $4,815-33.3% | $4,741-32.2% |
| Participant deferral / active EE | $6,931 | $7,801-11.1% | $7,448-6.9% | $6,401+8.3% |
| Admin fee / account holder | $1,542 | $11,568-86.7% | $10,007-84.6% | $11,429-86.5% |