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 | $109,778 | $138,102-20.5% | $125,381-12.4% | $134,532-18.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.68% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,871 | $5,245-26.2% | $4,815-19.6% | $4,741-18.3% |
| Participant deferral / active EE | $12,383 | $7,801+58.7% | $7,448+66.3% | $6,401+93.5% |
| Admin fee / account holder | $5,907 | $11,568-48.9% | $10,007-41.0% | $11,429-48.3% |