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 | $45,787 | $138,114-66.8% | $125,391-63.5% | $134,545-66.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.54% | 750.88%-768.4pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $13,785 | $5,246+162.8% | $4,816+186.2% | $4,742+190.7% |
| Participant deferral / active EE | $2,631 | $7,801-66.3% | $7,448-64.7% | $6,401-58.9% |
| Admin fee / account holder | $1,031 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |