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 | $97,216 | $138,102-29.6% | $125,381-22.5% | $134,532-27.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.70% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,055 | $5,245-41.8% | $4,815-36.6% | $4,741-35.6% |
| Participant deferral / active EE | $9,830 | $7,801+26.0% | $7,448+32.0% | $6,401+53.6% |
| Admin fee / account holder | $2,417 | $11,568-79.1% | $10,007-75.9% | $11,429-78.9% |