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 | $97,143 | $138,102-29.7% | $125,381-22.5% | $134,532-27.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $8,902 | $5,245+69.7% | $4,815+84.9% | $4,741+87.8% |
| Participant deferral / active EE | $13,503 | $7,801+73.1% | $7,448+81.3% | $6,401+111.0% |
| Admin fee / account holder | $657 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |