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 | $63,487 | $138,114-54.0% | $125,391-49.4% | $134,545-52.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.42% | 750.88%-753.3pp | 572.41%-574.8pp | 418.37%-420.8pp |
| Employer contribution / active EE | $2,944 | $5,246-43.9% | $4,816-38.9% | $4,742-37.9% |
| Participant deferral / active EE | $2,632 | $7,801-66.3% | $7,448-64.7% | $6,401-58.9% |
| Admin fee / account holder | $83,879 | $11,570+625.0% | $10,009+738.1% | $11,431+633.8% |