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 | $98,041 | $160,059-38.7% | $140,019-30.0% | $135,379-27.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.02% | 911.44%-920.5pp | 651.15%-660.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $29,587 | $6,420+360.9% | $5,605+427.8% | $4,779+519.1% |
| Participant deferral / active EE | $16,688 | $7,641+118.4% | $6,927+140.9% | $5,609+197.5% |
| Admin fee / account holder | $4,119 | $13,328-69.1% | $10,705-61.5% | $10,828-62.0% |