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 | $97,382 | $180,459-46.0% | $154,108-36.8% | $135,380-28.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.89% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,050 | $6,035-16.3% | $5,298-4.7% | $4,779+5.7% |
| Participant deferral / active EE | $3,994 | $5,806-31.2% | $5,081-21.4% | $5,609-28.8% |
| Admin fee / account holder | $5,934 | $16,145-63.2% | $13,411-55.8% | $10,828-45.2% |