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 | $98,541 | $138,114-28.7% | $125,391-21.4% | $134,545-26.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.22% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $6,220 | $5,246+18.6% | $4,816+29.2% | $4,742+31.2% |
| Participant deferral / active EE | $9,935 | $7,801+27.4% | $7,448+33.4% | $6,401+55.2% |
| Admin fee / account holder | $3,700 | $11,570-68.0% | $10,009-63.0% | $11,431-67.6% |