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 | $44,325 | $138,114-67.9% | $125,391-64.7% | $134,545-67.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.98% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $4,981 | $5,246-5.1% | $4,816+3.4% | $4,742+5.0% |
| Participant deferral / active EE | $5,530 | $7,801-29.1% | $7,448-25.8% | $6,401-13.6% |
| Admin fee / account holder | $470 | $11,570-95.9% | $10,009-95.3% | $11,431-95.9% |