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 | $125,120 | $97,732+28.0% | $83,831+49.3% | $135,380-7.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.92% | 1287.56%-1292.5pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,490 | $4,222-17.3% | $3,631-3.9% | $4,779-27.0% |
| Participant deferral / active EE | $3,531 | $4,683-24.6% | $4,082-13.5% | $5,609-37.0% |
| Admin fee / account holder | $10,311 | $6,675+54.5% | $5,479+88.2% | $10,828-4.8% |