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 | $50,118 | $138,102-63.7% | $125,381-60.0% | $134,532-62.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.52% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $10,872 | $5,245+107.3% | $4,815+125.8% | $4,741+129.3% |
| Participant deferral / active EE | $6,040 | $7,801-22.6% | $7,448-18.9% | $6,401-5.6% |
| Admin fee / account holder | $8,200 | $11,568-29.1% | $10,007-18.1% | $11,429-28.2% |