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 | $119,010 | $160,059-25.6% | $140,019-15.0% | $135,380-12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.30% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $9,371 | $6,420+46.0% | $5,605+67.2% | $4,779+96.1% |
| Participant deferral / active EE | $10,090 | $7,641+32.1% | $6,927+45.7% | $5,609+79.9% |
| Admin fee / account holder | $13,728 | $13,328+3.0% | $10,705+28.2% | $10,828+26.8% |