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 | $120,568 | $92,766+30.0% | $82,763+45.7% | $134,545-10.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.51% | 946.97%-951.5pp | 702.45%-707.0pp | 418.37%-422.9pp |
| Employer contribution / active EE | $3,830 | $3,273+17.0% | $3,008+27.3% | $4,742-19.2% |
| Participant deferral / active EE | $4,200 | $4,802-12.5% | $4,395-4.4% | $6,401-34.4% |
| Admin fee / account holder | $1,887 | $5,978-68.4% | $5,325-64.6% | $11,431-83.5% |