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 | $67,107 | $90,606-25.9% | $79,466-15.6% | $135,379-50.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.77% | 977.69%-981.5pp | 718.28%-722.1pp | 519.79%-523.6pp |
| Employer contribution / active EE | $4,194 | $3,068+36.7% | $2,800+49.8% | $4,779-12.2% |
| Participant deferral / active EE | $10,911 | $4,050+169.4% | $3,704+194.6% | $5,609+94.5% |
| Admin fee / account holder | $2,243 | $5,895-61.9% | $5,104-56.1% | $10,828-79.3% |