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 | $135,203 | $138,102-2.1% | $125,381+7.8% | $134,532+0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.20% | 750.73%-758.9pp | 572.31%-580.5pp | 418.27%-426.5pp |
| Employer contribution / active EE | $4,257 | $5,245-18.8% | $4,815-11.6% | $4,741-10.2% |
| Participant deferral / active EE | $7,863 | $7,801+0.8% | $7,448+5.6% | $6,401+22.8% |
| Admin fee / account holder | $36,973 | $11,568+219.6% | $10,007+269.5% | $11,429+223.5% |