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 | $137,707 | $90,607+52.0% | $79,467+73.3% | $135,380+1.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.71% | 977.74%-983.4pp | 718.30%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,870 | $3,068-6.4% | $2,800+2.5% | $4,779-39.9% |
| Participant deferral / active EE | $3,760 | $4,050-7.2% | $3,704+1.5% | $5,609-33.0% |
| Admin fee / account holder | $911 | $5,895-84.6% | $5,104-82.2% | $10,828-91.6% |