Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,231 | $138,114-83.9% | $125,391-82.3% | $134,545-83.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,109 | $5,246-40.7% | $4,816-35.4% | $4,742-34.4% |
| Participant deferral / active EE | $8,772 | $7,801+12.4% | $7,448+17.8% | $6,401+37.0% |
| Admin fee / account holder | $397 | $11,570-96.6% | $10,009-96.0% | $11,431-96.5% |