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 | $66,824 | $160,059-58.3% | $140,019-52.3% | $135,380-50.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.05% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,636 | $6,420-58.9% | $5,605-53.0% | $4,779-44.8% |
| Participant deferral / active EE | $6,606 | $7,641-13.5% | $6,927-4.6% | $5,609+17.8% |
| Admin fee / account holder | $719 | $13,328-94.6% | $10,705-93.3% | $10,828-93.4% |