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 | $74,636 | $190,843-60.9% | $159,981-53.3% | $134,493-44.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.97% | 552.37%-570.3pp | 408.70%-426.7pp | 418.01%-436.0pp |
| Employer contribution / active EE | $3,711 | $4,993-25.7% | $4,224-12.2% | $4,740-21.7% |
| Participant deferral / active EE | $5,144 | $6,923-25.7% | $6,182-16.8% | $6,400-19.6% |
| Admin fee / account holder | $1,612 | $10,475-84.6% | $8,700-81.5% | $11,425-85.9% |