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 | $72,080 | $135,645-46.9% | $110,243-34.6% | $135,380-46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.71% | 513.24%-520.9pp | 314.76%-322.5pp | 519.81%-527.5pp |
| Employer contribution / active EE | $7,436 | $4,907+51.5% | $3,827+94.3% | $4,779+55.6% |
| Participant deferral / active EE | $6,006 | $5,507+9.1% | $4,672+28.6% | $5,609+7.1% |
| Admin fee / account holder | $1,189 | $11,458-89.6% | $8,548-86.1% | $10,828-89.0% |