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 | $218,071 | $135,645+60.8% | $110,243+97.8% | $135,379+61.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.57% | 513.24%-516.8pp | 314.76%-318.3pp | 519.79%-523.4pp |
| Employer contribution / active EE | $26,534 | $4,907+440.7% | $3,827+593.4% | $4,779+455.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,778 | $11,458-32.1% | $8,548-9.0% | $10,828-28.2% |