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 | $51,355 | $138,078-62.8% | $125,363-59.0% | $134,509-61.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.10% | 750.49%-770.6pp | 572.15%-592.3pp | 418.13%-438.2pp |
| Employer contribution / active EE | $6,542 | $5,245+24.7% | $4,815+35.9% | $4,741+38.0% |
| Participant deferral / active EE | $11,589 | $7,800+48.6% | $7,447+55.6% | $6,400+81.1% |
| Admin fee / account holder | $5,723 | $11,566-50.5% | $10,005-42.8% | $11,427-49.9% |