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 | $96,157 | $138,102-30.4% | $125,381-23.3% | $134,532-28.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.93% | 750.73%-766.7pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $15,000 | $5,245+186.0% | $4,815+211.5% | $4,741+216.4% |
| Participant deferral / active EE | $14,734 | $7,801+88.9% | $7,448+97.8% | $6,401+130.2% |
| Admin fee / account holder | $10,598 | $11,568-8.4% | $10,007+5.9% | $11,429-7.3% |