Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,485 | $138,114-55.5% | $125,391-51.0% | $134,545-54.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.47% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,638 | $5,246-49.7% | $4,816-45.2% | $4,742-44.4% |
| Participant deferral / active EE | $7,078 | $7,801-9.3% | $7,448-5.0% | $6,401+10.6% |
| Admin fee / account holder | $3,715 | $11,570-67.9% | $10,009-62.9% | $11,431-67.5% |