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 | $77,751 | $138,102-43.7% | $125,381-38.0% | $134,532-42.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.11% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,566 | $5,245-51.1% | $4,815-46.7% | $4,741-45.9% |
| Participant deferral / active EE | $4,636 | $7,801-40.6% | $7,448-37.7% | $6,401-27.6% |
| Admin fee / account holder | $4,116 | $11,568-64.4% | $10,007-58.9% | $11,429-64.0% |