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 | $85,897 | $82,630+4.0% | $64,105+34.0% | $125,389-31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.46% | 1489.72%-1493.2pp | 791.24%-794.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,141 | $2,671-57.3% | $1,820-37.3% | $4,866-76.5% |
| Participant deferral / active EE | $4,161 | $3,608+15.3% | $2,822+47.5% | $5,352-22.2% |
| Admin fee / account holder | $2,339 | $6,382-63.3% | $4,499-48.0% | $9,541-75.5% |