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 | $97,028 | $138,102-29.7% | $125,381-22.6% | $134,532-27.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.68% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,157 | $5,245-58.9% | $4,815-55.2% | $4,741-54.5% |
| Participant deferral / active EE | $11,161 | $7,801+43.1% | $7,448+49.9% | $6,401+74.4% |
| Admin fee / account holder | $387 | $11,568-96.7% | $10,007-96.1% | $11,429-96.6% |