Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,462 | $180,462-66.5% | $154,111-60.8% | $135,379-55.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.82% | 888.17%-893.0pp | 735.18%-740.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $5,255 | $6,036-12.9% | $5,298-0.8% | $4,779+10.0% |
| Participant deferral / active EE | $5,134 | $5,806-11.6% | $5,081+1.0% | $5,609-8.5% |
| Admin fee / account holder | $21,376 | $16,145+32.4% | $13,411+59.4% | $10,828+97.4% |