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 | $86,028 | $138,102-37.7% | $125,381-31.4% | $134,532-36.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.38% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $4,053 | $5,245-22.7% | $4,815-15.8% | $4,741-14.5% |
| Participant deferral / active EE | $8,938 | $7,801+14.6% | $7,448+20.0% | $6,401+39.6% |
| Admin fee / account holder | $2,377 | $11,568-79.5% | $10,007-76.2% | $11,429-79.2% |