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 | $65,529 | $135,645-51.7% | $110,243-40.6% | $135,380-51.6% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -0.86% | 513.24%-514.1pp | 314.76%-315.6pp | 519.81%-520.7pp |
| Employer contribution / active EE | $7,955 | $4,907+62.1% | $3,827+107.9% | $4,779+66.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,947 | $11,458-30.6% | $8,548-7.0% | $10,828-26.6% |