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 | $130,168 | $180,459-27.9% | $154,108-15.5% | $135,380-3.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.25% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $15,994 | $6,035+165.0% | $5,298+201.9% | $4,779+234.7% |
| Participant deferral / active EE | $13,966 | $5,806+140.5% | $5,081+174.9% | $5,609+149.0% |
| Admin fee / account holder | $1,057 | $16,145-93.5% | $13,411-92.1% | $10,828-90.2% |