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 | $86,980 | $138,102-37.0% | $125,381-30.6% | $134,532-35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.96% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,299 | $5,245-37.1% | $4,815-31.5% | $4,741-30.4% |
| Participant deferral / active EE | $4,042 | $7,801-48.2% | $7,448-45.7% | $6,401-36.8% |
| Admin fee / account holder | $739 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |