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 | $99,326 | $135,645-26.8% | $110,243-9.9% | $135,379-26.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.32% | 513.24%-516.6pp | 314.76%-318.1pp | 519.79%-523.1pp |
| Employer contribution / active EE | $8,997 | $4,907+83.4% | $3,827+135.1% | $4,779+88.3% |
| Participant deferral / active EE | $7,783 | $5,507+41.3% | $4,672+66.6% | $5,609+38.8% |
| Admin fee / account holder | $12,892 | $11,458+12.5% | $8,548+50.8% | $10,828+19.1% |