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 | $35,461 | $90,607-60.9% | $79,467-55.4% | $135,380-73.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.99% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $4,763 | $3,068+55.3% | $2,800+70.1% | $4,779-0.3% |
| Participant deferral / active EE | $4,312 | $4,050+6.5% | $3,704+16.4% | $5,609-23.1% |
| Admin fee / account holder | $18,794 | $5,895+218.8% | $5,104+268.2% | $10,828+73.6% |