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 | $63,783 | $138,078-53.8% | $125,363-49.1% | $134,509-52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.68% | 750.49%-769.2pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $4,217 | $5,245-19.6% | $4,815-12.4% | $4,741-11.0% |
| Participant deferral / active EE | $2,875 | $7,800-63.1% | $7,447-61.4% | $6,400-55.1% |
| Admin fee / account holder | $1,040 | $11,566-91.0% | $10,005-89.6% | $11,427-90.9% |