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 | $47,710 | $160,059-70.2% | $140,019-65.9% | $135,380-64.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.66% | 911.48%-917.1pp | 651.17%-656.8pp | 519.81%-525.5pp |
| Employer contribution / active EE | $11,855 | $6,420+84.7% | $5,605+111.5% | $4,779+148.1% |
| Participant deferral / active EE | $4,589 | $7,641-39.9% | $6,927-33.8% | $5,609-18.2% |
| Admin fee / account holder | $4,336 | $13,328-67.5% | $10,705-59.5% | $10,828-60.0% |