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 | $86,330 | $97,729-11.7% | $83,830+3.0% | $135,379-36.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.87% | 1287.52%-1293.4pp | 850.97%-856.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $11,188 | $4,222+165.0% | $3,631+208.1% | $4,779+134.1% |
| Participant deferral / active EE | $14,125 | $4,683+201.6% | $4,082+246.0% | $5,609+151.8% |
| Admin fee / account holder | $993 | $6,674-85.1% | $5,479-81.9% | $10,828-90.8% |