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 | $94,700 | $190,862-50.4% | $159,991-40.8% | $134,509-29.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.35% | 552.59%-560.9pp | 408.82%-417.2pp | 418.13%-426.5pp |
| Employer contribution / active EE | $13,544 | $4,995+171.2% | $4,225+220.6% | $4,741+185.7% |
| Participant deferral / active EE | $5,271 | $6,924-23.9% | $6,183-14.8% | $6,400-17.7% |
| Admin fee / account holder | $2,368 | $10,495-77.4% | $8,715-72.8% | $11,427-79.3% |