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 | $149,931 | $138,076+8.6% | $123,553+21.3% | $135,380+10.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.12% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $11,896 | $5,152+130.9% | $4,628+157.0% | $4,779+148.9% |
| Participant deferral / active EE | $11,074 | $6,800+62.9% | $6,426+72.3% | $5,609+97.4% |
| Admin fee / account holder | $821 | $10,917-92.5% | $9,284-91.2% | $10,828-92.4% |