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 | $54,919 | $180,459-69.6% | $154,108-64.4% | $135,380-59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.84% | 888.21%-895.1pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,033 | $6,035-66.3% | $5,298-61.6% | $4,779-57.5% |
| Participant deferral / active EE | $7,950 | $5,806+36.9% | $5,081+56.5% | $5,609+41.7% |
| Admin fee / account holder | $991 | $16,145-93.9% | $13,411-92.6% | $10,828-90.8% |