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 | $86,717 | $180,459-51.9% | $154,108-43.7% | $135,380-35.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $11,122 | $6,035+84.3% | $5,298+110.0% | $4,779+132.7% |
| Participant deferral / active EE | $6,444 | $5,806+11.0% | $5,081+26.8% | $5,609+14.9% |
| Admin fee / account holder | $4,472 | $16,145-72.3% | $13,411-66.7% | $10,828-58.7% |