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 | $48,034 | $180,459-73.4% | $154,108-68.8% | $135,380-64.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,046 | $6,035-66.1% | $5,298-61.4% | $4,779-57.2% |
| Participant deferral / active EE | $5,937 | $5,806+2.2% | $5,081+16.8% | $5,609+5.8% |
| Admin fee / account holder | $7,387 | $16,145-54.2% | $13,411-44.9% | $10,828-31.8% |