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 | $43,298 | $138,114-68.7% | $125,391-65.5% | $134,545-67.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,843 | $5,246+11.4% | $4,816+21.3% | $4,742+23.2% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $639 | $11,570-94.5% | $10,009-93.6% | $11,431-94.4% |