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 | $108,463 | $160,059-32.2% | $140,019-22.5% | $135,382-19.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.85% | 911.44%-917.3pp | 651.15%-657.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $3,129 | $6,420-51.3% | $5,605-44.2% | $4,779-34.5% |
| Participant deferral / active EE | $5,108 | $7,641-33.2% | $6,927-26.3% | $5,609-8.9% |
| Admin fee / account holder | $965 | $13,328-92.8% | $10,705-91.0% | $10,829-91.1% |