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 | $109,707 | $180,462-39.2% | $154,111-28.8% | $135,379-19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.01% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $6,181 | $6,036+2.4% | $5,298+16.7% | $4,779+29.3% |
| Participant deferral / active EE | $4,834 | $5,806-16.7% | $5,081-4.9% | $5,609-13.8% |
| Admin fee / account holder | $5,927 | $16,145-63.3% | $13,411-55.8% | $10,828-45.3% |