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 | $75,344 | $138,114-45.4% | $125,391-39.9% | $134,545-44.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.69% | 750.88%-764.6pp | 572.41%-586.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $14,594 | $5,246+178.2% | $4,816+203.1% | $4,742+207.8% |
| Participant deferral / active EE | $7,279 | $7,801-6.7% | $7,448-2.3% | $6,401+13.7% |
| Admin fee / account holder | $13,358 | $11,570+15.5% | $10,009+33.5% | $11,431+16.9% |