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 | $40,599 | $138,072-70.6% | $123,549-67.1% | $135,382-70.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.63% | 153.69%-159.3pp | 119.20%-124.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $1,569 | $5,152-69.5% | $4,628-66.1% | $4,779-67.2% |
| Participant deferral / active EE | $3,959 | $6,799-41.8% | $6,426-38.4% | $5,609-29.4% |
| Admin fee / account holder | $626 | $10,917-94.3% | $9,284-93.3% | $10,829-94.2% |