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 | $49,935 | $180,462-72.3% | $154,111-67.6% | $135,379-63.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.90% | 888.17%-891.1pp | 735.18%-738.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $6,762 | $6,036+12.0% | $5,298+27.6% | $4,779+41.5% |
| Participant deferral / active EE | $3,688 | $5,806-36.5% | $5,081-27.4% | $5,609-34.3% |
| Admin fee / account holder | $2,249 | $16,145-86.1% | $13,411-83.2% | $10,828-79.2% |