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 | $30,082 | $138,102-78.2% | $125,381-76.0% | $134,532-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.39% | 750.73%-751.1pp | 572.31%-572.7pp | 418.27%-418.7pp |
| Employer contribution / active EE | $5,506 | $5,245+5.0% | $4,815+14.4% | $4,741+16.1% |
| Participant deferral / active EE | $5,766 | $7,801-26.1% | $7,448-22.6% | $6,401-9.9% |
| Admin fee / account holder | $927 | $11,568-92.0% | $10,007-90.7% | $11,429-91.9% |