Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,184 | $160,059-34.3% | $140,019-24.9% | $135,380-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.65% | 911.48%-917.1pp | 651.17%-656.8pp | 519.81%-525.5pp |
| Employer contribution / active EE | $6,268 | $6,420-2.4% | $5,605+11.8% | $4,779+31.2% |
| Participant deferral / active EE | $9,911 | $7,641+29.7% | $6,927+43.1% | $5,609+76.7% |
| Admin fee / account holder | $1,770 | $13,328-86.7% | $10,705-83.5% | $10,828-83.7% |