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 | $117,154 | $97,732+19.9% | $83,831+39.7% | $135,380-13.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.04% | 1287.56%-1292.6pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $3,089 | $4,222-26.8% | $3,631-14.9% | $4,779-35.4% |
| Participant deferral / active EE | $6,828 | $4,683+45.8% | $4,082+67.3% | $5,609+21.7% |
| Admin fee / account holder | $1,552 | $6,675-76.7% | $5,479-71.7% | $10,828-85.7% |