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 | $57,751 | $138,114-58.2% | $125,391-53.9% | $134,545-57.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.98% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,238 | $5,246-57.3% | $4,816-53.5% | $4,742-52.8% |
| Participant deferral / active EE | $12,437 | $7,801+59.4% | $7,448+67.0% | $6,401+94.3% |
| Admin fee / account holder | $7,003 | $11,570-39.5% | $10,009-30.0% | $11,431-38.7% |