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 | $75,557 | $160,059-52.8% | $140,019-46.0% | $135,380-44.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.43% | 911.48%-914.9pp | 651.17%-654.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $9,400 | $6,420+46.4% | $5,605+67.7% | $4,779+96.7% |
| Participant deferral / active EE | $3,909 | $7,641-48.8% | $6,927-43.6% | $5,609-30.3% |
| Admin fee / account holder | $1,033 | $13,328-92.2% | $10,705-90.3% | $10,828-90.5% |