Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $110,463 | $138,102-20.0% | $125,381-11.9% | $134,532-17.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.63% | 750.73%-766.4pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,310 | $5,245-56.0% | $4,815-52.0% | $4,741-51.3% |
| Participant deferral / active EE | $3,232 | $7,801-58.6% | $7,448-56.6% | $6,401-49.5% |
| Admin fee / account holder | $1,779 | $11,568-84.6% | $10,007-82.2% | $11,429-84.4% |