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 | $86,133 | $138,102-37.6% | $125,381-31.3% | $134,532-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.40% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $9,360 | $5,245+78.4% | $4,815+94.4% | $4,741+97.4% |
| Participant deferral / active EE | $9,454 | $7,801+21.2% | $7,448+26.9% | $6,401+47.7% |
| Admin fee / account holder | $7,815 | $11,568-32.4% | $10,007-21.9% | $11,429-31.6% |