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 | $52,957 | $138,102-61.7% | $125,381-57.8% | $134,532-60.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.91% | 750.73%-761.6pp | 572.31%-583.2pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,263 | $5,245-56.9% | $4,815-53.0% | $4,741-52.3% |
| Participant deferral / active EE | $2,917 | $7,801-62.6% | $7,448-60.8% | $6,401-54.4% |
| Admin fee / account holder | $1,350 | $11,568-88.3% | $10,007-86.5% | $11,429-88.2% |