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 | $114,049 | $97,729+16.7% | $83,830+36.0% | $135,379-15.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.44% | 1287.52%-1289.0pp | 850.97%-852.4pp | 519.79%-521.2pp |
| Employer contribution / active EE | $1,433 | $4,222-66.0% | $3,631-60.5% | $4,779-70.0% |
| Participant deferral / active EE | $6,058 | $4,683+29.4% | $4,082+48.4% | $5,609+8.0% |
| Admin fee / account holder | $3,236 | $6,674-51.5% | $5,479-40.9% | $10,828-70.1% |