Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,019 | $180,459-77.8% | $154,108-74.0% | $135,380-70.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.50% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $5,615 | $6,035-7.0% | $5,298+6.0% | $4,779+17.5% |
| Participant deferral / active EE | $4,679 | $5,806-19.4% | $5,081-7.9% | $5,609-16.6% |
| Admin fee / account holder | $8,140 | $16,145-49.6% | $13,411-39.3% | $10,828-24.8% |