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 | $41,144 | $180,462-77.2% | $154,111-73.3% | $135,379-69.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,930 | $6,036-68.0% | $5,298-63.6% | $4,779-59.6% |
| Participant deferral / active EE | $5,083 | $5,806-12.5% | $5,0810% | $5,609-9.4% |
| Admin fee / account holder | $487 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |