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 | $90,480 | $180,466-49.9% | $154,114-41.3% | $135,382-33.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.77% | 888.15%-892.9pp | 735.16%-739.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $6,114 | $6,035+1.3% | $5,298+15.4% | $4,779+27.9% |
| Participant deferral / active EE | $5,312 | $5,806-8.5% | $5,081+4.6% | $5,609-5.3% |
| Admin fee / account holder | $1,868 | $16,144-88.4% | $13,411-86.1% | $10,829-82.7% |