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 | $71,494 | $138,102-48.2% | $125,381-43.0% | $134,532-46.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.73%-770.2pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,115 | $5,245-59.7% | $4,815-56.1% | $4,741-55.4% |
| Participant deferral / active EE | $9,055 | $7,801+16.1% | $7,448+21.6% | $6,401+41.5% |
| Admin fee / account holder | $1,124 | $11,568-90.3% | $10,007-88.8% | $11,429-90.2% |