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 | $77,268 | $138,078-44.0% | $125,363-38.4% | $134,509-42.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.12% | 750.49%-763.6pp | 572.15%-585.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $9,404 | $5,245+79.3% | $4,815+95.3% | $4,741+98.4% |
| Participant deferral / active EE | $6,755 | $7,800-13.4% | $7,447-9.3% | $6,400+5.5% |
| Admin fee / account holder | $11,222 | $11,566-3.0% | $10,005+12.2% | $11,427-1.8% |