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 | $62,900 | $138,114-54.5% | $125,391-49.8% | $134,545-53.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.30% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $9,844 | $5,246+87.6% | $4,816+104.4% | $4,742+107.6% |
| Participant deferral / active EE | $7,452 | $7,801-4.5% | $7,4480% | $6,401+16.4% |
| Admin fee / account holder | $652 | $11,570-94.4% | $10,009-93.5% | $11,431-94.3% |