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 | $117,558 | $180,459-34.9% | $154,108-23.7% | $135,380-13.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.73% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $4,181 | $6,035-30.7% | $5,298-21.1% | $4,779-12.5% |
| Participant deferral / active EE | $6,098 | $5,806+5.0% | $5,081+20.0% | $5,609+8.7% |
| Admin fee / account holder | $867 | $16,145-94.6% | $13,411-93.5% | $10,828-92.0% |