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 | $62,209 | $180,459-65.5% | $154,108-59.6% | $135,380-54.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,772 | $6,035-54.1% | $5,298-47.7% | $4,779-42.0% |
| Participant deferral / active EE | $2,351 | $5,806-59.5% | $5,081-53.7% | $5,609-58.1% |
| Admin fee / account holder | $4,293 | $16,145-73.4% | $13,411-68.0% | $10,828-60.3% |