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 | $166,297 | $180,459-7.8% | $154,108+7.9% | $135,380+22.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.38% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,664 | $6,035-39.3% | $5,298-30.8% | $4,779-23.3% |
| Participant deferral / active EE | $7,054 | $5,806+21.5% | $5,081+38.8% | $5,609+25.8% |
| Admin fee / account holder | $2,107 | $16,145-86.9% | $13,411-84.3% | $10,828-80.5% |