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 | $111,062 | $135,645-18.1% | $110,243+0.7% | $135,379-18.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.15% | 513.24%-518.4pp | 314.76%-319.9pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,027 | $4,907-58.7% | $3,827-47.0% | $4,779-57.6% |
| Participant deferral / active EE | $6,480 | $5,507+17.7% | $4,672+38.7% | $5,609+15.5% |
| Admin fee / account holder | $487 | $11,458-95.7% | $8,548-94.3% | $10,828-95.5% |