Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,381 | $138,102-38.2% | $125,381-31.9% | $134,532-36.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.73% | 750.73%-765.5pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $5,531 | $5,245+5.4% | $4,815+14.9% | $4,741+16.7% |
| Participant deferral / active EE | $10,610 | $7,801+36.0% | $7,448+42.5% | $6,401+65.7% |
| Admin fee / account holder | $687 | $11,568-94.1% | $10,007-93.1% | $11,429-94.0% |