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 | $111,987 | $160,059-30.0% | $140,019-20.0% | $135,380-17.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.56% | 911.48%-916.0pp | 651.17%-655.7pp | 519.81%-524.4pp |
| Employer contribution / active EE | $10,001 | $6,420+55.8% | $5,605+78.4% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,689 | $13,328-79.8% | $10,705-74.9% | $10,828-75.2% |