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 | $60,641 | $180,466-66.4% | $154,114-60.7% | $135,382-55.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.76% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $5,955 | $6,035-1.3% | $5,298+12.4% | $4,779+24.6% |
| Participant deferral / active EE | $3,989 | $5,806-31.3% | $5,081-21.5% | $5,609-28.9% |
| Admin fee / account holder | $5,107 | $16,144-68.4% | $13,411-61.9% | $10,829-52.8% |