Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $103,794 | $138,114-24.8% | $125,391-17.2% | $134,545-22.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.06% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,921 | $5,246-63.4% | $4,816-60.1% | $4,742-59.5% |
| Participant deferral / active EE | $4,765 | $7,801-38.9% | $7,448-36.0% | $6,401-25.6% |
| Admin fee / account holder | $729 | $11,570-93.7% | $10,009-92.7% | $11,431-93.6% |