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 | $86,329 | $138,076-37.5% | $123,553-30.1% | $135,380-36.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.32% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $8,739 | $5,152+69.6% | $4,628+88.8% | $4,779+82.9% |
| Participant deferral / active EE | $4,295 | $6,800-36.8% | $6,426-33.2% | $5,609-23.4% |
| Admin fee / account holder | $6,057 | $10,917-44.5% | $9,284-34.8% | $10,828-44.1% |