Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,260 | $180,462-61.1% | $154,111-54.4% | $135,379-48.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | 888.17%-895.0pp | 735.18%-742.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $4,715 | $6,036-21.9% | $5,298-11.0% | $4,779-1.3% |
| Participant deferral / active EE | $6,683 | $5,806+15.1% | $5,081+31.5% | $5,609+19.1% |
| Admin fee / account holder | $675 | $16,145-95.8% | $13,411-95.0% | $10,828-93.8% |