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 | $89,991 | $90,617-0.7% | $79,476+13.2% | $135,382-33.5% |
| Participation rate | 93.3% | 76.1%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -6.36% | 977.57%-983.9pp | 718.21%-724.6pp | 519.77%-526.1pp |
| Employer contribution / active EE | $7,793 | $3,068+154.0% | $2,800+178.3% | $4,779+63.1% |
| Participant deferral / active EE | $8,688 | $4,050+114.5% | $3,704+134.6% | $5,609+54.9% |
| Admin fee / account holder | $4,032 | $5,907-31.8% | $5,113-21.2% | $10,829-62.8% |